Research Management

Traditionally, implementing and using an RMS has been a major pain. Sentieo is the first equity research platform built with an RMS seamlessly integrated at its core.

Effortlessly Organize
Your Research

Any document highlight or annotation you make within document search is automatically tagged and saved to your notebook

With a single click, any model, chart, table or document found on Sentieo can be sent to your research notebook and auto-tagged

Notes created in your research notebook are also searchable within document search

Sentieo Research Management
Sentieo Notes
Mail+Chrome+OneNote+Evernote

All your content in one place

Forward any email with or without attachments to your Sentieo account and it will automatically be tagged and added to your notebook and available on document search.

Web clipper - clip and tag any website or article to send it directly to your notebook.

Bi-Directional Sync with Evernote & OneNote

Modern APIs allow you to upload your own data and download any created data.

Collaborate

With a single click, share any notebook element with a colleague, team, or your entire organization

Eliminate long email chains - Our commenting system allows you to hold conversations within any note element

Sentieo Collaborative Notes
Sentieo Mobile

Available everywhere

Our suite of mobile apps allow for an intuitive and fast way to access all of your notes when you are on the move.

In the subway or on a plane? Our apps work offline and sync seamlessly when you regain connectivity.

Make your fund
smarter and more efficient

Sentieo Dashboards

Different dashboards for Analysts, Portfolio Managers, Compliance, and Directors of Research

Sentieo Thesis

Customizable Thesis and Tear Sheets for companies your fund cares about

Sentieo Excel Upload

Upload your own data via Excel or API to be included in any dashboard or tear sheet

Compliance & Security

Compliance - Sentieo automatically logs all activities and notes making compliance a breeze. Your organization’s notes are versioned, easily searchable and available via an API.

Security - Your data’s confidentiality is our #1 concern. That is why we have built Sentieo on top of the latest information security protocols and standards.

Sentieo Security