Notebook | Sentieo https://sentieo.com/category/notebook/ Wed, 20 Jul 2022 14:20:04 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.7 July 2022 Release Highlights https://sentieo.com/july-2022-release-highlights/ Wed, 20 Jul 2022 12:30:00 +0000 https://sentieo.com/?p=14561 Throughout 2022, we’ve been working to expand our fixed-income research sources. This month’s release continues that journey with exciting news about a new content partner on the platform. Expanding Credit Research with S&P We are thrilled to enter into a new partnership with S&P Credit Research. We are now able to provide their leading Credit...

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Throughout 2022, we’ve been working to expand our fixed-income research sources. This month’s release continues that journey with exciting news about a new content partner on the platform.

Expanding Credit Research with S&P

We are thrilled to enter into a new partnership with S&P Credit Research. We are now able to provide their leading Credit Markets research reports to our mutual user base. Coverage areas include credit, regional and sector insights, and macroeconomic themes.  


If you are a current Sentieo user and want to learn more about our new partnership with S&P or additional new features launching in July, log into Sentieo to read the July 2022 release notes. To learn more about the Sentieo Platform, contact us today to meet with a solution executive.

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February 2022 Release Highlights https://sentieo.com/february-2022-release-highlights/ Mon, 28 Feb 2022 12:30:00 +0000 https://sentieostg.local/?p=13061 Greater flexibility and control over their research process and improved insights are key elements our customers are looking to get from their Sentieo experience and are the focus of this month’s release. In our latest release, we are introducing: Expanded Document Search Functionality  We have streamlined the Table Explorer interface making it easier than ever...

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Greater flexibility and control over their research process and improved insights are key elements our customers are looking to get from their Sentieo experience and are the focus of this month’s release.

In our latest release, we are introducing:

Expanded Document Search Functionality 

We have streamlined the Table Explorer interface making it easier than ever to improve productivity with Sentieo.

To aid users in getting up and running faster, we’ve added the new Broker Research Manager. This allows users to check the status of their entitlement requests in real-time so they can know which brokers that may need a nudge for approval.

Broader ESG Coverage

As part of our commitment to supporting ESG research moving forward, Sentieo is excited to announce the addition of content from 3BL Media and Denny Ellison to the platform.     

And in case you missed it earlier in the month, Sentieo has has added ESG Risk Scores, powered by Clarity AI, as a dashboard widget in the tool. For more information on the new widget, please see our previous post.

If you are a current Sentieo user, log into Sentieo to read the February 2022 release notes. If you’d like to learn more about the Sentieo Platform, contact us today to meet with a solution executive.

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November 2021 Release Highlights https://sentieo.com/november-2021-release-highlights/ Tue, 16 Nov 2021 13:00:49 +0000 https://sentieostg.local/?p=12685 Integration, flexibility, and control continue to be important criteria for institutional investors that are choosing the Sentieo platform as the central hub for analysts to do their work. In our latest release, we are introducing: Microsoft Teams Integration  In our continued effort to integrate Sentieo with popular cloud storage and collaboration services, we are rolling...

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Integration, flexibility, and control continue to be important criteria for institutional investors that are choosing the Sentieo platform as the central hub for analysts to do their work.

In our latest release, we are introducing:

Microsoft Teams Integration 

In our continued effort to integrate Sentieo with popular cloud storage and collaboration services, we are rolling out our Microsoft Teams integration. Users can leverage the power of Teams for communication and collaboration while making it easy to seamlessly search, share, and discuss Sentieo notes and documents directly in Teams. 

New Notebook Reports

Admin and compliance users can now generate reports on demand for notebook activity and research report readership data.

Saved Search Alert Digest Emails

Users can now increase the frequency of alerts for the searches most important to them without cluttering their Inbox with custom digests for saved search alerts.

If you are a current Sentieo user, log into Sentieo to read the November 2021 release notes. If you’d like to learn more about the Sentieo Platform, contact is today to meet with a solution executive.

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