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. Visualise ratings and key metrics to support internal tracking and external reporting.

ESG management
Track and manage all ESG activity in one place. Easily categorise engagement notes using templates and automated tagging, and share them across teams. Set and monitor ESG targets, from diversity goals to net zero alignment, with flexible, team-specific tracking. Prepare for collaborative engagement with other investors to drive collective impact.

Distribution
Transform your research into powerful outputs. The Stream enables you to generate AI-driven reports for clients and regulators, tailored to your exact requirements. Automatically answer RFPs using past responses and platform data, then assign them across your team. Create compelling case studies that demonstrate your engagement, impact, and long-term influence.