Document search engine, financial data, alternative data, equity data terminals, notebooks, and collaboration tools. AI-powered search across company documents, research, news, and social media with automated alerts and visualization tools.
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
Sentieo provides access to global equity and financial data, and mentions data coverage across markets, including alternative datasets. Specifics for fixed income, commodities, FX, and derivatives require further validation. | |
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Historical Data Depth Range of years of historical data available. |
No information available | |
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Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
Sentieo supports ingestion and use of alternative data such as sentiment, web traffic, and more. | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
Detailed company financials and filings are a core function; documented in product description. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
Macroeconomic data integration referenced in documentation and demos. | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Product includes consensus earnings estimates through financial data terminal. | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
Real-time streaming data feeds are referenced in Sentieo’s financial data tools. | |
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Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
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Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
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Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
Forward-looking event calendars mentioned in research and financial tools. | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
Sentieo includes news aggregation and filtering across multiple global sources. | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
Credit ratings content and integration referenced in third-party data partnerships. |
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Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
Financial modeling toolkit included with customizable templates (DCF, merger models, etc). | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
Risk analysis, VaR, and scenario modules are part of analytical suite documented on product pages. | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Deep screening/filtering by dozens of financial and alternative metrics is a documented feature. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
Backtesting engine is listed as a feature for evaluating investment strategies. | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Portfolio analytics (construction, risk, attribution) are core Sentieo modules. | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Advanced, customizable charting is highlighted in marketing materials and review articles. | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Peer comparison tools included for companies, sectors, industries side-by-side. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
Custom formulas and metrics builder described as available in the platform. | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
Analytics exposed via API; APIs extensively documented for integrations. | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
Predictive and forecasting models available, leveraging in-built machine learning. | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
M&A and capital markets deal analytics/tools included in supporting documentation. |
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Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
Research collaboration with shared workspaces is a core workflow feature. | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
Document management with versioning, storage, and tagging available. | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
Task assignment and tracking integrated with project settings and collaboration suite. | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
Integrated comments/chat for documents and research notes mentioned in workflow overview. | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
Approval workflows referenced in research publication pipeline. | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Research publication tools for generation, distribution, branding available and described. | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
Calendar integration (with Outlook, Google, etc.) for deadlines and meetings described. | |
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Version Control Tracking and management of updates/edits to research documents and models. |
Version control on research notes and documents supported as per workflow documentation. | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Content searchability is a flagship feature (semantic, full text, context-aware search). | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
Automated reminders and alerting configurable on research and event deadlines. |
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API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
API connectivity (RESTful) is a key advertised feature for extensibility. | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Supports integration with major third-party data feeds (Reuters, FactSet, etc.), as listed on Sentieo’s datasheet. | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
SSO (including SAML and OAuth) documented in Sentieo’s enterprise admin guides. | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Data export in Excel, CSV, and PDF is standard functionality. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
Some CRM integration is listed, especially Salesforce and MS Dynamics. | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
SDK, webhooks, and custom integration capabilities are referenced. | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
ETL support mentioned for large customers (data ingestion, pipelines, transformations). | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
BI tool connectors (Tableau, PowerBI, Qlik) listed under integration options. |
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Intuitive Navigation Clean user interface with logical navigation structure. |
Intuitive, modern UI is a repeated selling point on the site and in reviews. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Custom dashboards and workflow customization are regularly emphasized in customer testimonials. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
Theme/branding options mentioned as part of enterprise and white-label solutions. | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
Accessibility conformance, including WCAG references, available in documentation. | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Optimized for desktop and mobile; mobile app available. | |
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User Preferences Granular customization of alerts, reports, and notifications. |
Granular notification/report preferences are configurable in the platform. | |
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Multi-Language Support Availability of platform in multiple languages. |
Multi-language UI options and localization referenced for global clients. | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Extensive keyboard shortcuts documented for the power user experience. |
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System Uptime Guaranteed platform uptime (SLA). |
No information available | |
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Response Time Average latency for user interactions and analytics queries. |
No information available | |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
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Load Balancing Automated distribution of workloads across system resources. |
Load balancing and reliability for SaaS platform cited in technical FAQs. | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
Horizontal scalability referenced for large enterprise deployments and high user counts. |
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Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
TLS/SSL encryption in-transit required for all client connections per security documentation. | |
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Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
Data encryption at-rest cited as standard for compliance and third-party certifications. | |
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Role-Based Access Control Granular user and permission management. |
RBAC & granular access settings included for enterprise compliance. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
Audit logging is a standard feature for tracking all user activity. | |
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Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
Compliance certifications (SOC2, GDPR, ISO 27001) visible in the compliance section. | |
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Multi-Factor Authentication Support for MFA in user logins. |
Multi-factor authentication supported and required for most enterprise deployments. | |
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Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Tools for data retention and privacy configuration described in admin guides. | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
Secure, auditable deletion processes referenced for compliance. |
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24/7 Support Access to live support around the clock. |
24/7 support mentioned for enterprise clients on Sentieo support page. | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Dedicated account managers indicated for enterprise and premium plans. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
In-app tutorials and guided onboarding tools repeatedly cited. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Knowledge base with documentation and best practices available online. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Custom training sessions (onsite/remote) available as described in services documentation. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
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Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
Transparent and modular pricing models evidenced by pricing documentation and client testimonials. | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
Modular licensing offered to enable only needed functionalities for each client. | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
Per-user and usage-based licensing models mentioned on Sentieo pricing page. | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
Volume discounts for enterprise/multi-user deployments offered in enterprise licensing. | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Free trial and demo available (signup available via product landing page). |
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Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
AI-powered search driven by NLP and unstructured data analytics is a core offering. | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
Automated and AI-driven smart alerts and recommendations integrated into daily workflow. | |
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Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
AI-driven event and entity tagging (such as management changes) cited in feature list. | |
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Sentiment Analysis Detection of sentiment in news, reports, and social media. |
Sentiment analysis tool for news and social content advertised as included. | |
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Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive analytics and ML-based forecasting tools mentioned in documentation. | |
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Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
AI-powered personalized research and analytics recommendations described in user testimonials. |
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Customizable Reports Ability to create custom report templates and scheduled reports. |
Customizable and scheduled reporting (including templates and export) is standard. | |
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Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
Regulatory reporting and templates available for compliance-heavy users. | |
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Usage Analytics Detailed tracking and reporting of platform usage. |
Usage analytics and user-level reporting exposed to client administrators. | |
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Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Comprehensive audit trail for all user actions is a compliance requirement for the platform. | |
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Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
Integration with BI tools (Tableau, PowerBI) available for direct data export. |
Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
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Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
No information available | |
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Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
The platform aggregates and harmonizes data from financial statements, filings, news, alternative sources, and internal documents. | |
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Market Breadth Number of geographies or markets monitored by the platform. |
No information available | |
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Historical Data Depth Length of historical data available for analysis. |
No information available | |
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Frequency of Updates How often new data is ingested and made available for analysis. |
No information available | |
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Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
Sentieo advertises real-time alerts and access to streaming news and filings. | |
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Coverage of Private Products Inclusion of non-public or private fund data where available. |
No information available | |
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ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
Not as far as we are aware.* No reference to ESG data coverage in public documentation. | |
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Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
Alternative data sources, web and social scraping referenced in product documentation. | |
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News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
News, PRs, and SEC filings aggregation is core to Sentieo's platform. | |
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Definable Peer Groups Customization of peer groups for focused comparison. |
Users can configure peer group comparisons for analytics. | |
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Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
Platform includes regulatory filing coverage (SEC, global equivalents). |
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Custom Benchmarking Create user-defined benchmarks for product comparison. |
Users can custom define portfolio or product benchmarks within tools. | |
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Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
Not as far as we are aware.* No evidence of formal attribution analysis workflow for funds. | |
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Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
Peer rankings are core part of fund analytics. | |
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Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
No information available | |
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Granular Timeframes Supports analysis over customizable and rolling time periods. |
Supports custom timeframes and rolling period analytics. | |
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Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
Factor and style analysis available through screening and analytics tools. | |
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Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
Scenario and stress testing modules mentioned in analytics feature set. | |
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Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
Fee and expense comparisons included in fund analytics. | |
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Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
Product launch and closure information is included via databases and news feeds. | |
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Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
Holdings and attribute drill-down available in product detail view. | |
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Flow Decomposition Breakdown of net flows by channel, client segment or region. |
No information available | |
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Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
Portfolio overlap identified via holdings comparison tools. |
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Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
Automated alerts and notifications for major events and changes. | |
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Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
Users can set customized alert triggers for events and news. | |
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Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
Detection of events like earnings, filings, and PR is built-in. | |
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Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
Automated tracking of peer movement via analytics and alerts. | |
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Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
No information available | |
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Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
Sentiment tracking for brands and companies from news/social sources is marketed. | |
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Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
Platform surfaces regulatory event alerts for companies and products. | |
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Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
Multiple alert delivery options, including email and Slack integration. | |
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User-specific Alert Preferences Different users or teams can have their own alert definitions. |
Different users/teams can set up their own alerts independently. | |
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Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
Integrates with workflow tools such as Slack and email. |
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Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
Not as far as we are aware.* No evidence of website/SEO tracking in product details. | |
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Social Media Scraping Monitors competitor activity and engagement on social media. |
Social media keyword and sentiment search supported. | |
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Campaign Spend Estimation Estimates digital advertising spend by competitors. |
No information available | |
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Content Analysis Analyzes the type, frequency, and engagement of published content. |
Content analytics across filings, news and research is available. | |
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Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
No information available | |
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Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
No information available | |
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Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
No information available | |
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Marketing Message Tracking Logs changes in competitor messaging and positioning. |
Platform logs and tracks changes in messaging using its document management system. | |
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Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
User engagement analytics included for platform resources. | |
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Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
No information available |
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Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
Dashboards and widgets are user customisable and shareable. | |
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Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
Report builder and exporting with drag-and-drop modules supported. | |
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Mobile Compatibility Usable on mobile devices and tablets. |
Platform supports responsive (mobile/tablet) use. | |
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Language Localization Supports multiple interface languages. |
No information available | |
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Data Visualization Options Number of different chart or visualization types supported. |
No information available | |
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Personalized Views Users can save and share their own workspace setups. |
Users can create and save custom workspace layouts. | |
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Accessibility Features Support for users with different accessibility needs. |
No information available | |
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Contextual Drill-down Can move from summary to underlying data in one click. |
Deep drill from summary to full document/data detail is supported. | |
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Speed of Interface Average time to load primary dashboard views. |
No information available | |
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User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
Extensive guides, video tutorials, and online docs available. |
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In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
Users can leave comments and collaborate via platform tools. | |
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Sharing of Reports Allows download or sharing of interactive or static reports. |
Reports can be shared/downloaded as interactive and PDF files. | |
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Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
Export to Excel, PDF, CSV supported. | |
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API for Data Sharing Ability to send data out of the platform via an API. |
API available for data extraction and integration. | |
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Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
Slack integration for notifications confirmed. | |
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Version History on Reports Maintains change logs on collaborative documents. |
No information available | |
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Permission-Based Sharing Set access level for internal/external recipients. |
Permissions can be set at team/user/report level. | |
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Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
Automated e-mail distribution of scheduled reports is supported. | |
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Track Recipient Engagement See who opened or engaged with shared insights. |
No information available | |
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Collaborative Workspace Supports project management and group collaboration within the platform. |
Sentieo offers collaborative workspace and notebook functionality. |
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API Connectivity Provides RESTful or other APIs for programmatic access. |
RESTful API available for programmatic access. | |
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Data Ingestion Capacity Volume of external data the platform can ingest per day. |
No information available | |
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Cloud Deployment Available as SaaS or cloud-native deployment. |
Cloud-native SaaS model. | |
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On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
No information available | |
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Single Sign-On (SSO) Integrates with enterprise authentication services. |
Single-Sign-On (SSO) via enterprise identity provider supported. | |
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Batch Processing Support Allows scheduled overnight or periodic jobs. |
No information available | |
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Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
No information available | |
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Data Encryption Ensures all data in transit and at rest is encrypted. |
Data encryption both in-transit and at-rest cited in security overview. | |
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Latency for API Data Retrieval Average time to return data from API calls. |
No information available | |
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Sandbox/Test Environment Supports testing and experimentation on non-production data. |
Test workspaces identified in product documentation. | |
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Scalability How well the platform scales with increasing users and data. |
No information available |
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User Authentication Controls Multi-factor authentication and granular access policies. |
Multi-factor authentication and granular role controls supported. | |
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Audit Logging Tracks every action or change for forensics and compliance. |
Actions and data changes are logged for compliance. | |
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GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
GDPR and privacy subject rights processes published. | |
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Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
Modern encryption (AES-256) standards referenced. | |
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User Role Management Flexible assignment of user rights and access by role. |
User role and permission management available via admin console. | |
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Data Residency Options Ability to select or guarantee geographic location of data storage. |
No information available | |
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Secure API Access APIs require secure keys and/or OAuth for all operations. |
APIs require secure keys and/or OAuth. | |
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Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
No information available | |
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Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
SOC2 Type II certification referenced on security page. | |
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Data Retention Policies Customizable duration for retention and deletion of client data. |
No information available |
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White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
No information available | |
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Custom Field Definitions Ability to define and use custom data fields/attributes. |
No information available | |
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User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
No information available | |
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Configurable Workflows Support for client-specific workflow automation. |
No information available | |
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Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
No information available | |
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Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
Alert and report modules allow advanced scheduling and recipient rules. | |
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Plug-in API API for developing custom plug-ins or modules. |
No information available | |
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Flexible Data Models Ability to extend or schema-customize the underlying data model. |
No information available | |
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Brandable Client Portal Create personalized portals for clients or internal teams. |
No information available | |
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Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
No information available |
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Live Customer Support Access to chat, phone, or email support in real-time. |
Live support via chat, phone, or email advertised. | |
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Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
Account manager for enterprise clients is standard. | |
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Implementation Services Guided onboarding and setup assistance. |
Onboarding/implementation services are part of offering. | |
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Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
Extensive online knowledge base with FAQs and guides. | |
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Training Workshops Classroom, virtual, or recorded training sessions. |
No information available | |
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In-Platform Tutorials Interactive walk-throughs and training built into the app. |
Interactive and video tutorials are part of user experience. | |
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Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
Regular software release and feature updates stated in roadmap. | |
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Community Forum Users can interact and share solutions and workflows. |
No information available | |
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User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
User feedback and feature request mechanism available from platform UI. | |
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Multi-language Support Support team can provide help in multiple languages. |
No information available |
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Transparent Pricing Pricing is clearly described, with no hidden fees. |
Pricing is stated as transparent and public on vendor website. | |
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Pricing Tiers Offers multiple pricing tiers for different user types or features. |
Multiple tiers and plans are available and advertised. | |
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Pay-as-you-go Option Usage-based billing models are available. |
No information available | |
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Free Trial Availability Prospective users can try the full product before purchasing. |
Free trial is prominently offered on the website. | |
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Contract Flexibility Supports both short-term and annual contracts. |
No information available | |
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Volume Discounts Lower unit prices when buying for more users or enterprise. |
No information available | |
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No Lock-in Period Easy exit or downgrade without excessive penalty. |
Month-to-month and annual contract options; easy downgrade stated. | |
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Price Transparency by Feature Costs for add-ons and premium features are explicit. |
Feature and add-on pricing clarity noted on pricing pages. | |
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Custom Quoting Can generate bespoke pricing for unusual needs. |
No information available | |
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Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
No information available |
Tools that collect, process, and analyze non-traditional data sources such as satellite imagery, social media sentiment, credit card transactions, and mobile location data to generate investment insights not available from conventional sources.
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Number of Data Sources Total distinct alternative data sources (e.g., satellites, social, POS) the platform integrates. |
No information available | |
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Source Diversity Range of data types covered (e.g., geospatial, transactional, web-scraped, sensor data, etc.) |
No information available | |
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Data Source Transparency Level of disclosure around data origins and collection methods. |
The platform discloses source types and methods for parsing documents and news. | |
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Coverage Geography Geographical breadth of alternative data (e.g., global, regional, local markets). |
No information available | |
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Historical Depth Amount of historical data available for backtesting and longitudinal analysis. |
No information available | |
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Source Update Frequency How often new data is ingested from sources. |
No information available | |
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Exclusive or Unique Sources Whether the platform provides access to otherwise unavailable/uncommon datasets. |
Not as far as we are aware.* Focuses on publicly available and common alternative data; no claim of unique/exclusive sources. | |
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Source Verification Processes in place to verify data authenticity and quality. |
QA and verification are referenced in product documentation and marketing. | |
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Consent & Compliance Ensures data sources are ethically and legally obtained with proper user consent. |
Sentieo highlights GDPR/CCPA compliance and user consent as a core platform feature. | |
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Real-Time Data Availability Whether some or all data sources provide real-time or near-real-time feeds. |
Real-time or near-real-time news/social media feeds and alerting are core to the platform. | |
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Unstructured Data Handling Ability to process and integrate unstructured data such as images or text. |
Handles and parses unstructured data, such as PDFs and web pages. | |
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Data Licensing Terms Clarity Transparency and clarity of the licensing rights and restrictions regarding data use. |
Licensing terms and data use limitations are clearly disclosed on the platform. |
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Error Rate Frequency of data processing or reporting errors. |
No information available | |
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Missing Data Handling Systematic mitigation of gaps or missing values in data streams. |
Mitigation of missing data through imputation and data sourcing is noted in documentation. | |
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Data Normalization Standardization of datasets for ease of analysis. |
Standardization/normalization referenced as part of analytics workflow. | |
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Data Granularity Level of detail available (e.g., hourly, daily, per store, per SKU). |
No information available | |
|
Quality Assurance Processes Robustness of quality control and regular audits. |
Documentation describes robust QA and periodic audits. | |
|
Latency Time delay between data creation and its availability on the platform. |
No information available | |
|
Deduplication Automated detection and removal of duplicate entries. |
Deduplication is referenced in document processing and data pipeline explanation. | |
|
Anomaly Detection System flags and explains outliers or errors in incoming data. |
Product offers AI-driven anomaly detection for news/social spikes and data errors. | |
|
Imputation Techniques Advanced strategies for predicting and filling missing data. |
Imputation strategies discussed in context of incomplete data sources and time series. | |
|
Version Control Ability to track changes and updates to datasets for auditability. |
Tracks document and data set revisions for auditability. |
|
Prebuilt Analytics Number of out-of-the-box analytical models or dashboards for typical investment use cases. |
No information available | |
|
Custom Analysis Capability Ability to build custom models or queries on platform data. |
Custom models and analytic notes/workspaces can be created by users. | |
|
Correlation Analysis Supports finding relationships between alternative data and traditional financial metrics. |
Correlation tools present, enabling linking between alt data, traditional metrics. | |
|
Backtesting Tools Built-in functionality for testing investment hypotheses using historical data. |
Backtesting via historical document and data interrogation is supported. | |
|
Predictive Modeling Availability of machine learning or AI-driven forecasting modules. |
AI- and ML-powered data summarization and forecasting modules are included. | |
|
Sentiment Analysis Detects and quantifies market sentiment from textual or social media data. |
Textual and social sentiment signals are available, with scoring. | |
|
Geospatial Analytics Ability to map and analyze spatial data (e.g., satellite imagery). |
No information available | |
|
Real-Time Alerting Automatic notification of significant changes or anomalies relevant to portfolio holdings. |
Automatic real-time alerting configurable for keywords, document filings, and data changes. | |
|
Enrichment with Traditional Data Integrated blending of alternative and conventional financial data sets. |
Blend of traditional and alternative data possible in analytics views and dashboards. | |
|
Explainability of Models Features supporting interpretability of predictive signals and models. |
AI assists with explainability for model-driven signals and alerts. | |
|
Scalability of Analytics Ability for analytic tools to function with large and growing data sets. |
Handles large data volumes and multiple asset coverage, evidence of scalability. |
|
API Availability Provision of programmatic data and analytics access via APIs. |
APIs available for programmatic access and integration. | |
|
Standard Data Connectors Prebuilt connectors to common analytics, BI, or portfolio management tools. |
Prebuilt connections to Bloomberg, Excel, and other analytics tools mentioned. | |
|
Bulk Data Export Support for exporting large batches of raw or processed data. |
Bulk data export available, as evidenced by export/Excel/CSV functionality. | |
|
Real-time Streaming Integration Ability for real-time data feeds to integrate into live workflows. |
Real-time streaming for certain alerts (news, filings, social) integrated in workflow. | |
|
Cloud Storage Integration Compatibility with popular cloud storage solutions (AWS, Azure, GCP, etc.). |
Integrations with cloud storage solutions like Box; potential for AWS, GCP, not fully specified. | |
|
Role-Based Access Control Enables fine-grained access management for different organizational users. |
Role-based and organization/group permissions are described in support documentation. | |
|
User Interface Usability Intuitive and efficient user interface for analysts and developers. |
The UI is cited as intuitive for analysts and finance professionals in multiple reviews. | |
|
Mobile Access Functional accessibility from mobile devices (native apps or web). |
Responsive web platform; some mobile-access functionality (via app or browser) is available. | |
|
White-Labeling Possibility to customize the platform to align visually and functionally with client brand. |
Enterprise clients can white-label dashboards/workspaces. | |
|
SDK Availability Provision of software development kits for easier custom integration. |
No information available |
|
Data Encryption Data stored and transmitted using modern cryptography standards. |
Data encrypted at-transit and at-rest, modern cryptography referenced in technical documentation. | |
|
Audit Logging Maintains a complete log of access and actions for compliance. |
Audit logging is included for enterprise accounts, as per feature lists. | |
|
Regulatory Certifications Possession of certifications such as GDPR, CCPA, SOC2 relevant to data compliance. |
References to GDPR/CCPA, industry certifications like SOC2 on company site. | |
|
User Access Controls Granular user and group-based permissioning on data and analytics. |
Granular permission options detailed for data and dashboard sharing. | |
|
Penetration Testing Regular vulnerability/pentesting assessments are performed. |
No information available | |
|
Privacy Protection Guarantees regarding data subject anonymity and privacy protection. |
Product highlights privacy/anonymity as core benefits; privacy policy is detailed. | |
|
Data Residency Options Ability to specify jurisdictions where data is stored or processed. |
No information available | |
|
Third-party Data Sharing Controls Restrictions/controls over redistribution of consumed data. |
Third-party sharing restrictions clarified in licensing documentation. | |
|
Security Incident Notification Automated alerting regarding breaches or suspicious activity. |
No information available | |
|
Vendor Diligence Support Facilitates client due diligence workflows (DDQ, supporting docs, etc). |
No information available |
|
Concurrent User Capacity Maximum number of active users supported simultaneously. |
No information available | |
|
Query Response Time Median time taken to return analytics or data queries. |
No information available | |
|
Data Ingestion Rate Volume of new data processed per unit of time. |
No information available | |
|
Uptime SLA Service Level Agreement (SLA) on platform operational uptime. |
No information available | |
|
Peak Data Storage Capacity Maximum volume of data the platform can host. |
No information available | |
|
Elastic Compute Scaling Automatic scaling of compute resources to match workload. |
Elastic scaling mentioned in context of cloud infrastructure. | |
|
Parallel Processing Support Ability to process multiple data streams or queries concurrently. |
Parallel search and processing are described in the engine documentation. | |
|
Data Retention Policy Flexibility Configurable data storage retention periods. |
Customizable data retention controls for clients referenced. | |
|
Performance Monitoring Tools Built-in dashboards or reporting for platform health and performance. |
Real-time monitoring dashboards for platform health are highlighted. | |
|
Batch Processing Support Efficient support for large batch data operations. |
Batch uploading and bulk-processing supported via API and UI tools. |
|
Onboarding Support Personalized setup, initial training, and account configuration help. |
Onboarding process and documentation/training referenced in customer quotes. | |
|
Knowledge Base Extensive searchable documentation and tutorials. |
Comprehensive documentation and searchable online knowledge base offered. | |
|
Data Dictionary Comprehensive descriptions of each data field and its origin. |
Field-level documentation for data sources available. | |
|
API Documentation Completeness Detail and clarity of technical integration guidelines. |
API documentation is detailed for integration purposes. | |
|
Dedicated Account Management Assigned customer success managers for enterprise users. |
Enterprise plans include a dedicated account manager. | |
|
Live Chat Support Immediate support via chat with platform staff. |
Chat support available to all users, as per service commitments. | |
|
User Training Workshops Regularly scheduled or on-demand platform training. |
No information available | |
|
Community Forum User-to-user interaction and support hub. |
No information available | |
|
Localization Support Availability in multiple languages and time zones. |
No information available | |
|
Feedback Mechanism Ability for users to suggest features or report issues and track resolution. |
In-app feedback and support requests are available and tracked. |
|
Usage-Based Pricing Option for pricing tied to volume or levels of consumption. |
No information available | |
|
Tiered Subscription Models Multiple service tiers for diverse needs and budgets. |
Tiered licensing options and feature sets are offered. | |
|
Custom Enterprise Agreements Ability to negotiate bespoke terms for large clients. |
Enterprise agreements negotiable per sales documentation. | |
|
Transparent Fee Structures Upfront and clear disclosure of fees across all services. |
Pricing is described as transparent on the website and proposals. | |
|
Free Trial Availability Short-term trial or demo use before commitment. |
Free trial or evaluation period is available per marketing. | |
|
Minimum Contract Term Shortest term for standard agreements. |
No information available | |
|
Add-On Modules Pricing Clarity and flexibility of pricing for optional advanced modules. |
No information available | |
|
Early Termination Options Availability of low-penalty or pro-rata contract cancellation. |
Early exit negotiation is possible for some contracts; details per client. | |
|
Unlimited User Pricing Flat-rate pricing not tied to user count. |
No information available | |
|
Nonprofit/Educational Discounts Special pricing for academic or nonprofit organizations. |
No information available |
|
Custom Dashboard Building Ability to design and save custom dashboards for specific analyses. |
Users can create and customize dashboards with saved views. | |
|
Workflow Automation Integration with tools for process automation (e.g., alerts, trade signals). |
Workflow automations included for alerts and reports. | |
|
Custom Data Ingestion Upload and merge a client’s own alternative or proprietary data. |
Custom alternative and proprietary data ingestion advertised. | |
|
Plugin/Extension Framework Ability to add modules/extensions for new functionalities. |
No information available | |
|
Scripting/Programming Interface Support for custom script development (e.g., Python, R APIs). |
API and Python access for scripting and analytics extension. | |
|
Theming/Branding Customization Visual customization for brand consistency. |
White-labeling and UI theming for brand consistency. | |
|
Custom Reporting Design and automate custom report formats. |
Custom report templates can be designed and scheduled. | |
|
Alert Customization User-defined conditions and triggers for event-driven alerts. |
User-defined alerts and triggers can be set within the UI. | |
|
Integration with In-House Tools Ability for organization-specific connectors/modules. |
API and data connector interfaces support integration into in-house systems. | |
|
Deploy in Private Cloud Support for on-premises or VPC deployment for sensitive clients. |
No information available |
|
Years in Business How long the platform provider has operated. |
No information available | |
|
Referenceable Clients Number of notable clients willing to provide references. |
No information available | |
|
Third-Party Reviews Number and quality of external analyst or customer reviews. |
No information available | |
|
Legal Disputes Disclosed History of significant legal action or unresolved disputes. |
Not as far as we are aware.* No evidence of significant legal disputes disclosed. | |
|
Financial Transparency Annual financial reporting or third-party audits available. |
No information available | |
|
Industry Partnerships Participation in alliances or consortia that enhance credibility. |
Partnerships with financial data providers (FactSet, S&P, etc). | |
|
Churn Rate Percentage of clients discontinuing service per year. |
No information available | |
|
Client Growth Rate Annual increase in platform users or logos. |
No information available | |
|
Awards/Industry Recognition Recognition by reputable industry organizations. |
Awards are noted on company and third-party sites (e.g., Benzinga Fintech Awards). | |
|
Business Continuity Plan Documented and tested plans for disaster recovery and service resilience. |
Business continuity and disaster recovery mentioned for enterprise clients. |
|
AI/ML Model Upgrades Frequency of innovation or upgrades in analytic and predictive engines. |
No information available | |
|
New Data Source Integration Rate How quickly new alternative data sources are made available to users. |
No information available | |
|
Participates in Data Consortiums Active member of data-sharing or standards organizations. |
No information available | |
|
Visualization Innovation Frequency of new or advanced visualization techniques introduced. |
No information available | |
|
Beta Testing/Client Feature Input Mechanisms for early adopter programs or client-driven roadmap. |
No information available | |
|
Academic Collaborations Partnerships with universities for applied research. |
No information available | |
|
Open Data Initiatives Support or contribution to open alternative data/tech communities. |
No information available | |
|
Data Science Sandbox Environment for clients to experiment with new data and analytics. |
No information available | |
|
API Versioning and Roadmap Disclosure Transparent release plans and versioning for APIs and tech. |
No information available | |
|
Cross-Asset Data Opportunities Support for new data categories relevant across markets (e.g., ESG, crypto). |
Supports data across equities, macro, alternative asset classes, and ESG data exploration. |
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