Insights That Win
Sentieo is a financial and corporate research platform that empowers competitive investors and corporations to rapidly and confidently discover the insights they need to win.
- Solutions
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Product
Buyer's Guide: Choosing the Best Corporate & Financial Research Platform
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News: Schroders Deploys Sentieo Globally
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Driving Insights
How Does the Sentieo Platform Drive Insights?
Sentieo is leading the change in adopting financial and corporate research platforms to replace disconnected, inefficient, and expensive tools. We uniquely bring together financial document search, data extraction and modeling, market data, and research management to empower the complete analyst research process.
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Solutions
Solutions that empower competitive investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies
Product
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Document Search
Sentieo’s AI-driven Document Search solution is the fastest and most powerful way to search through millions of documents and content sources. By applying natural language processing and advanced linguistic algorithms to the search process, Sentieo saves you time and helps you find the winning, uncharted insights others miss in their research.
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Equity Data Terminal
Sentieo’s integrated Equity Data Terminal saves analysts time and eliminates context switching with historical financial and consensus data from Refinitiv; multiple modeling tools; shareholders and M&A data; stock pricing, charts, and public and private comparables; filings, transcripts, and news; and profiles on over 980,000 private companies.
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Data Analysis
Sentieo helps analysts discover uncharted insights and make confident decisions faster with a suite of integrated tools to build financial models, analyze sectors and language, and visualize trends quickly.
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Research Management
Sentieo’s integrated platform helps streamline workflows, eliminating the need for multiple tools and steps to conduct financial and corporate research.
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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
“I would definitely recommend Sentieo as a financial research platform. It’s intuitive and doesn’t require the many hours of training that Bloomberg requires to get proficient. Plus, I’ve found the support to be highly responsive and useful."
Archit Sheth-Shah
Principal
"Sentieo makes it much easier to tag and track management language across time so we can identify common patterns of language across a sector—saving our research team valuable time and uncovering insights more efficiently. And moving to a centralised RMS portal also allows us to better track our views on a stock as they evolve.”
Lloyd Liew
Equity Research Analyst
"We were looking for a solution to simplify the financial modeling process by making historical data from a company’s financial statements easily available. And we wanted our investment team to be able to save time and eliminate context switching by storing our data, theses, and all investment workflows within one platform.”
Amanda Battista
Senior Investment Analyst
“Sentieo is a powerful platform that enables me to track my competitors and peer group companies. It saves me hours of research time that was previously spent on manual tracking and modeling. And it enables me to sound a little smarter, since so much of the data that I need is at my fingertips in Sentieo.”
Mark Lewis
CFO
Learn what Sentieo can do for you
Sentieo’s Financial and Corporate Research Platform empowers investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies.