Operational Innovation

Turn Your Research Workflow into a Competitive Edge

Drive innovation with a financial intelligence platform that helps surface, visualize, and share alpha-driving insights.

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A Modern Approach to Research

You realize your investment teams are in constant pursuit of an edge, and providing them with better tools and technology is key to helping them get ahead.

Sentieo provides the first financial intelligence platform specifically designed for the research needs of the entire investment team.

Compared to an ecosystem dominated by point solutions, Sentieo’s platform:

  • Helps analysts operate at peak productivity
  • Allows portfolio managers and investment team leaders to make quicker and more confident decisions
  • Keeps IP and data in a secure, consolidated location and allows for a faster compliance audit process
  • Offers an integrated workflow platform that fits many firm’s digital transformation roadmap
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Embed AI into your Search Process

Sentieo uses AI to save analysts time and surface alpha-driving insights faster.

NLP-Driven Search

Natural language processing across internal and third-party content provides fast, highly-relevant search results.

NLP Smart Summary™️ & NLP Heatmaps

Automated document summarization, categorization, and sentiment analysis create a powerful framework for quick, material insights.

Automated Model Building

Machine learning automates the extraction of KPIs and creating of models from filings, increasing analyst productivity.

With Sentieo, you can:


Manage operational risk

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Access complete, accurate data


Create a single source of truth for operations and investment management teams


Reduce human error using spreadsheets


Improve analytics capabilities with AI and machine learning


Enable automation and digitization

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Establish and maintain a framework to create consistency

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Improve productivity

Ready to start saving time and get the insights that help generate alpha more efficiently?