Sentieo Platform Integrations

Optimize Your Research Workflow with Sentieo Integrations

Sentieo Platform Integrations provide support for large scale adoption and deployment of the Sentieo platform by making it easy to integrate with existing content and tools used throughout the investment analyst and corporate strategist workflow.

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Content & Notes Integration

Sentieo Microsoft Office Plugins

Use Sentieo Microsoft Office Plugins for Outlook, Word, OneNote, and PowerPoint to seamlessly upload your Microsoft Office content to the Sentieo Notebook. With content upload only one click away, it is easier than ever to store all of your important documents in the Sentieo Notebook so you can stay focused on research and analysis.

Content Integration

Sentieo Microsoft Excel Plugin

Use the Sentieo Microsoft Excel Plugin to save time seamlessly importing company data and leveraging pre-built templates to build your financial models.

Content & Notes Integration

Sentieo for Evernote

Use Sentieo for Evernote Personal or Business to sync content that is stored in your Sentieo Notebook with Evernote and vice versa.

Content Integration

Sentieo for Box & Dropbox

Leverage Sentieo’s powerful search capability on research reports and other documents with our Box, Dropbox, and Dropbox Business integrations.

  • Sync your existing folder structure and files
  • Automatically upload new files to Sentieo
  • Add tickers and tags for folders and subfolders

Collaboration Integration

Sentieo for Slack

Keep everyone on the same page by bringing research and documents to the attention of your colleagues. Use the Sentieo for Slack integration to share notes or documents directly from Sentieo with your team via direct message or existing channels in Slack.

Notes Integration

Notebook API

Sentieo’s Notebook API facilitates two-way note integration between the Sentieo platform and in-house systems of record, accelerating development time, lowering cost of deployment, and reducing risk.

  • Upload internal research and third party content into Sentieo for use in the Notebook and Document Search
  • Manage metadata, including tags, tickers, and fields associated with notes
  • Download Sentieo notes, including highlights and comments, into in-house tools used by compliance, data science, or other teams

Security Master Integration

Security Master API

For large scale deployments of the Sentieo platform, the Sentieo Security Master API facilitates mapping the tickers used in Sentieo to other types of tickers and identifiers, as well as the creation of new entities, securities, and quotes.

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

View the Case Study

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.