Process Management Suite
Fund managers and analysts get one-click access to all past and present content and context related to a position, company or idea at their fingertips.
Define, progress and track stages and output along your research process with tightly integrated and highly configurable pipelines, real-time reporting, automation rules, custom dashboards and more.
Integrate your research with external data sources, sync portfolio positions and aggregate all the data your fund needs to manage the portfolio and optimize research processes in one place.
✔ Idea pipelines and portfolio position sync
✔ Custom dashboards and configurable grid views
✔ Research Automation Rules
✔ Task Management and Events
✔ Analytics, real-time queries and custom reports