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 investment teams. Store manager research, RFPs, and questionnaires in a dedicated Funds Portal, and distribute access organisation-wide. Track questionnaire responses and follow-ups with ease, and visualise ESG and fundamental ratings for clear, effective reporting.

Distribution
Empower client and regulatory communications with AI-driven content. Instantly surface investment summaries, highlight recent fund updates, or ask questions based on internal views and market sentiment. Create compelling case studies and client-ready content using your existing research. Answer RFPs with AI-generated responses and assign them across your team. Generate customisable reports for clients and regulators in just a few clicks. Plus, benefit from ESG tracking, data integrations, automated tagging, and powerful sales tools - all within a single intuitive platform.