Purpose-built tools to help equity analysts and portfolio managers make smarter investment decisions
See opportunities where others can’t.
Profit from opportunities that others can’t see with rich cross-sectional insights
Gain a unified view of all your internal and external research on a company in one place
Drive smarter investment decision-making with all your ideas in one place
Accessible from any device, anywhere
Document your decision-making. Make better investment decisions.
Smarter research and decision-making specifically designed for equity analysts and portfolio managers
Profit from opportunities anywhere - view, capture and update notes from any device
Replicate your successes with templates to structure your decision-making
Immediately notify your team to respond to opportunities with automated notifications
Meetings and Interactions
Document your company interactions. Justify your decisions.
Profit from your company interactions
Identify and exploit information asymmetries that others may have missed from having all your company meetings, decisions and supporting evidence in one place
Easily attach research and evidence to a meeting
Justify your decisions with fully integrated audit trails
Structure your knowledge capture.
Structure your research and thought process to quickly identify investment opportunities
Scale your successes by systematising your decision-making
Screen and profit from your opportunity set using your own, detailed qualitative research
Respond to new information immediately - view, capture and update scorecards from any device without opening Excel
Audit Trails and Compliance Dashboard
Justify your decisions to regulators.
Confidently respond to information requests from regulators
Prove your research process to external stakeholders
Peace of mind with fully integrated audit trails across your entire investment process
Drive continuous improvement by monitoring the efficacy and rigour of your research