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Turn your research workflow into a competitive advantage with the first financial intelligence platform designed for investors.
Why Sentieo?
Fundamental investors use Sentieo to turn information into insights at market speed and transform their workflows into a competitive edge:
Solutions for Investors
Platform
With Sentieo’s machine learning and natural language processing (NLP) applied to your search process, you can uncover insights faster than possible using “Control-F”. With smarter search, analysts can reinvest 100s of hours spent looking for information into deeper and broader coverage.
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Sentieo helps you capture alpha-driving insights from news, filings, market trends, historical analyses, documents, notes, fundamentals, estimates, and more from external sources and across your team. With all of your information centralized to a single workspace, Sentieo can uncover insights that give teams an edge.
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Sentieo’s integrated research management system provides a standardized, consistent environment for creating, organizing, and collaborating on research notes. With Sentieo, you can support your existing workflow or leverage built-in best practices to increase efficiency.
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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
"The Sentieo platform is a ‘must have’ for our team. We constantly get questions from our clients about how a company is talking about ‘fill in the blank’ topic. Sentieo helps us literally fill in the blank quickly by pulling together analysis on what a peer set is saying about a topic, such as holiday inventory. It’s a very efficient way to improve our workflow and cut down on time spent researching.”
Nicole Briguet
Account Supervisor, Financial Communications & Capital Markets
