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Sentieo Research Platform from Sentieo
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.
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Data Coverage
(9 Yes /9 Known /12 Possible features)
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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. |
Analytical Tools
(11 Yes /11 Known /11 Possible features)
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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. |
Collaboration & Workflow
(10 Yes /10 Known /10 Possible features)
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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. |
Integration Capabilities
(8 Yes /8 Known /8 Possible features)
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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. |
User Experience & Customization
(8 Yes /8 Known /8 Possible features)
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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. |
Performance & Scalability
(2 Yes /2 Known /6 Possible features)
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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. |
Security & Compliance
(8 Yes /8 Known /8 Possible features)
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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. |
Customer Support & Training
(5 Yes /5 Known /6 Possible features)
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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 |
Cost & Licensing
(5 Yes /5 Known /5 Possible features)
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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). |
Innovation & AI
(6 Yes /6 Known /6 Possible features)
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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. |
Audit & Reporting
(5 Yes /5 Known /5 Possible features)
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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. |
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