Research Management System
Provide a standardized, consistent environment for teams to create, organize, and collaborate in real-time on research notes.
Integrated 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
Analytics and Modeling
Sentieo RMS includes integrated data visualization, analysis, and modeling tools that boost analyst productivity and find answers faster.
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.
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
