The struggle to find internal research quickly? You’re not alone.

Many studies show that professionals lose several hours each day searching for the internal information they need to perform their tasks. This challenge is even more pronounced in investment management, where content—such as notes, documents, and emails— and data are often untagged, disorganized, and scattered across multiple systems.

To compound, the investment ecosystem is inherently complex, with hundreds of thousands of issuers, hierarchical relationships, and millions of securities, each with multiple identifiers (tickers, Bloomberg tickers, ISINs, CUSIPs, FIGIs, and more).Simplifying this complexity is crucial.

We’re here to help simplify this reality.

To streamline your workflow and enhance productivity, we’ve been releasing powerful features that make your team tasks easier and more efficient:

• Enhanced Issuer Search: Quickly find issuers using multiple direct (Name, LEI) and indirect identifiers (ISINs, Tickers, Bloomberg Tickers, FIGIs, etc.)
• Unified Content Aggregation: Access all relevant content and data aggregated at the issuer level, regardless of the identifier used.
  Customizable Data
• Fields: Fully configurable fields and attributes that replicate your organization’s data models, making data entry seamless.
• Seamless Integration with MS Office: Tag, upload, and share content, activities, and data directly from Outlook, Word, PowerPoint, and Excel.
• Custom Tagging: Easily tag issuers with custom tags for more efficient categorization and retrieval.
• Advanced Data Tables: Enjoy sorting, filtering, drag-and-drop, and graphical representation within advanced tables.
• Hyperlinked Records: Navigate effortlessly between related records across different tables and entities.

What’s Next?

As we move into the post-summer season, we’ll be rolling out even more features including some related to fund data and generative AI for investment management, designed to boost productivity and support better decision-making in active management.

Stay tuned for these exciting updates!