Sentieo has launched a new cloud-based integrated Research Management System (RMS), which is aimed at helping analysts seamlessly organise research and collaborate with colleagues.
The RMS provides deep analytics for investment professionals to identify and analyse behaviour and processes that drive their performance and decision making process.
Sentieo provides investment professionals the most efficient platform to search through mountains of data with single-click access to search through a comprehensive database of global financial documents, along with their own notes and content. Since all notes are automatically tagged with the appropriate ticker, users can instantaneously recall – on mobile or desktop – key highlights for any particular thesis.
“As a former analyst myself, I know what a headache it can be to keep notes, research, and annotations organised and accessible,” says Alap Shah (pictured), CEO and Cofounder of Sentieo, and a former analyst at Citadel LLC and Viking Global Investors. “That’s why we built our RMS to centralise all of the key functions of research in one place, in a secure, easy-to-use dashboard.”
With a robust set of collaboration tools, Sentieo’s RMS allows teams to work together in the same set of shared documents by jointly highlighting, commenting, and annotating. Teams can further synch across devices, forward emails, clip articles, and automatically integrate notes from Evernote and OneNote in real-time. Furthermore, the platform allows teams to analyse their entire decision making process tracking relationships between various actions like increasing a price target after conversations with management.
Sentieo RMS is the first of its kind to be integrated into a robust financial research platform, rather than a point solution. The Sentieo platform includes industry-leading financial document search, a powerful financial data terminal, a data visualization suite for alternative data, and more. The RMS is seamlessly integrated into the product, avoiding the need for an analyst to leave the platform to take notes, share, and collaborate on research.
Optimised for compliance and security, Sentieo’s RMS helps asset managers automate and enforce compliance requirements without putting undue burdens on the analysts’ productivity. Sentieo automatically logs all activities and notes, making compliance a breeze. All data is encrypted at rest and in transit, and all notes are versioned, easily searchable and available via an API to be stored in any data vault.
