Optimize Your Research Workflow with Sentieo Integrations

Sentieo supports 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.

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 one-click content uploads, it is easier than ever to store all of your essential 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 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.

Collaboration Integration

Sentieo for Teams

Alleviate the friction of switching between Sentieo notes and Teams conversations with the Sentieo for Microsoft Teams integration. You can send notes and documents from Sentieo to Teams and find and share Sentieo notes and documents in Teams with our Teams app.

Notes Integration

Notebook API

Sentieo’s Notebook API facilitates two-way note integration between the Sentieo platform and in-house record systems of record, accelerating development time, lowering the 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 and the creation of new entities, securities, and quotes.

Watchlist Integration

Watchlist API

For large-scale deployments of the Sentieo platform, the Sentieo Watchlist API facilitates the ability to programmatically upload, edit, and delete watchlists.

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

Looking to learn how your team can implement an improved research workflow quickly? Request a demo.