Research Management System

Stop Relying on Email; Centralize Your Collaboration with Sentieo

Provide a standardized, consistent environment for teams to create, organize, and collaborate in real-time on research notes.

people looking at a laptop people looking at a laptop

Integrated Notebook

Integrated Research Notebook

As relevant data, documents, tables, images, or articles are found, you can highlight, annotate, comment on, and tag your research for organizing and sharing with colleagues.

The ability to design templates to standardize thesis and note building allows for a more consistent, efficient process for research teams and provides a better experience for users.

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Content Integration

Streamlined Workflows for Faster Deployments

  • Add, tag, and index your existing content and broker research via API, plugins, upload, or syncing with third-party tools
  • Millions of tagged public and private company documents available within the platform on launch
  • Support for different workflows, fields, templates, and dashboards
  • Access control for specific groups and roles can quickly be configured to meet your fund’s unique business processes
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Analytics and Modeling

Integrated Analysis and Visualization Tools

Sentieo RMS includes integrated data visualization, analysis, and modeling tools that boost analyst productivity and find answers faster.

  • Plotter, a data visualization tool that makes it easy to use multiple data sources to identify company and sector-level insights
  • Smart Summary™ to standardize the review of earnings call transcripts
  • Table Explorer to identify, connect, audit, and visualize data and KPIs from company filings
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Security and Compliance-Focused

Auditable, Standardized IP

Sentieo standardizes, captures, and controls all of the intellectual property (IP) produced during the research process, restoring confidence in decisions and the ongoing protection of IP.

Single Source of Truth

With all of the material and steps that support an investment decision stored in a centralized repository, Sentieo facilitates the swift preparation of regulatory audit reports.

Customer Stories

“Our team is dedicated to building and protecting our clients’ assets — we don’t have time to waste on anything that detracts from that mission, especially inefficient research processes. Sentieo research workflows just work, streamlining document management and collaboration so our team can concentrate on what’s most important: our clients.”

Chris Taylor

Head of Equities Management

Ready to Experience how Sentieo can help boost productivity for your team? Request a demo.