Business introduction
AI-Powered Research Management
The modern platform for investment professionals. Unify research, automate processes, and drive better outcomes across the front office
We’re building the modern research platform for investment professionals. At our core, we believe that technology should empower better investment decisions.
Who we are
Our team brings together experts in investment research, portfolio oversight, and software development. We’re passionate about transforming how data is captured, organised, and acted on.
Our mission
To equip asset managers with tools that unify workflows, automate manual tasks, and provide meaningful insights — helping teams make confident, data-driven decisions.
Our platform
Built using modern technologies, our platform is fast, intuitive, and customisable. From meeting notes and storing research, to automating RFP responses, everything is designed with simplicity and power in mind, all in one platform.
Why it matters
The demands on investment teams are growing. Whether it's around process, stewardship, or transparency — the right systems can reduce complexity and help teams stay ahead of expectations.
The Stream Solutions
Solutions for Asset Managers
Research capabilities Centralise all your research in one place, from investment reviews to market updates. The Stream transforms this data into AI-powered insights, automated reports, and client-ready content. Easily create and categorise notes using templates or email, with AI-driven tagging to keep everything organised. Share insights across teams while controlling visibility.......
business needs
view solutionSolutions for ESG Teams
Analysis Consolidate all your ESG analysis, proxy votes, engagement notes, and ratings in one central, structured location. The Stream turns this data into actionable insight. Use AI to generate answers, automate reports, and deliver client-ready content - from identifying ESG risks to summarising portfolio themes. Track internal ESG and fundamental ratings......
business needs
- Business Intelligence & Practice Management
- Client Communications & Reporting
- Data Management & Analysis
Solutions for Manager Research
Research capabilities Centralise all fund research in one fully customisable location, from reviews and ratings to meetings and questionnaires. The Stream makes it easy to organise, update, and share research across teams. Use AI to surface insights and communicate views clearly - whether drafting summaries, answering questions, or aligning sales with......
