The Winning Playbook for Modern Research Management
Gain insights on how fundamental investors are improving workflows, standardizing their edge, and making the most of their firm's human & intellectual capital.
Portfolio Manager Insights
Make more informed decisions with the clearest picture of your investment universe.
Key Features:
Dashboards & Reports
AI Company Insights
Company Tearsheets
Rules Engine
Workflow & Reporting
Make success automatic. Reduce manual work and increase speed to decision.
Key Features:
Idea Tracker
Team Tracker
Engagement Tracker
Calendar
Earnings Flow
Price Target Flow
Plays
- Manage the idea pipeline so the best ideas win
- Speed synthesis and workflows during earnings
- Share corporate access & meetings to be smart with time
- Track research team outputs to see progress
- Track engagements to prove stewardship with less work
- See price targets in one place for more efficient decisions
Analyst Efficiency
Give analysts more time to focus on research without disrupting their process.
Key Features:
Note Templates
Search
AI Tools
Integration Suite
Collaboration
Wherever your teams are. Whatever they are working on. It's easy to stay organized, coordinated, and efficient.
Key Features:
Team Permissions
Smart Search
Alerts
Live Document Editing
IT & Tech Management
Secure your firm's intellectual capital and improve operational efficiency.
Key Features:
API
No-Code Admin Toolkit
Data Management
Compliance
Minimize risk and report on compliance — without disrupting the front office.
Key Features:
Compliance Dashboards
User Permissions
No-Code Admin Toolkit