Sentieo

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Overview

The Sentieo Financial and Corporate Research Platform brings together the previously disparate tools of financial document search, market and alternative data, and modeling and analytics, with a research management system. Sentieo’s single, integrated solution helps competitive investors and corporations rapidly discover insights so they can make smarter investments and execute winning strategies.

Key Features

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 to find the uncharted insights others miss in their research.

  • Advanced query operators, filters, smart categories, and synonyms

  • Search within specific document types, sections, or by role

  • Broad searches to uncover market signals and trends

  • Redlining to compare filings over time

  • Alerts set up for specific companies, watchlists, or saved searches

Analytics & Modeling

Discover uncharted insights and make confident decisions faster with a suite of integrated tools to:

  • Build financial models

  • Analyze language and sentiment

  • Identify company and sector-level insights quickly with data visualization

  • Customize dashboards for at-a-glance analysis of price monitors, new documents, charts, news, and more

Company, Market, and Alternative Data

Comprehensive, Searchable Documents and Content

Get access to:

  • A fully searchable database of company filings, documents, and news

  • An integrated equity data terminal

  • Alternative, market, and macro data

  • The ability to add your own documents and sync with third-party note-taking apps

Research Management System

An integrated Notebook and RMS helps analysts save time and make more winning investment decisions—driving faster adoption and use—while the standardization of a repeatable and transparent investment research process delivers better research ROI, protection of intellectual property, and compliance.

  • Add, tag, and index your existing content and broker research via API, plugins, upload, or syncing with third-party tools

  • Support for different workflows, fields, templates, and dashboards

  • Configure access controls for specific groups and roles

Key Benefits

Our users get these improvements in strategy through:

  1. Discovering uncharted insights by bringing together data, documents, and insights on one research platform enabling:

  • Users to uniquely combine financial and corporate data across sources and types

  • The full value of all the text and numerical data equities and corporations produce

  • Access to analyst ready data, models, and even alternative data

  • Getting to those insights hundreds of hours faster than using their current tools through capabilities designed to save time for researchers such as:

    • Powerful NLP-driven document search across millions of documents, including internal content

    • AI-driven tools and visualizations to extract insights from data and documents, specifically designed to reduce manual work by valuable analysts

    • Having access to the complete research workflow on one platform, massively reducing wasted context and tool switching time

  • Providing deeper confidence in the decisions delivered by research with a complete research platform that:

    • Centralizes all relevant content in one fully searchable place

    • Supports the complete research workflow

    • Provides a fully auditable workflow to meet compliance requirements and inspect and improve analyst performance