Asset Managers
For asset and wealth managers investing directly in companies.
AI-powered research management
The modern platform for investment professionals
Unify research, automate processes, and drive better outcomes across the front office.
- Asset Managers
- Wealth Managers
- Investment Consultants
- Client retention
- 100%
- Every client who has joined The Stream is still with us.
- Client AUM
- $100bn+
- Managed by the investment teams using The Stream.
- Typical onboarding
- < 2 weeks
- With training sessions and a dedicated account manager.
- Security
- SOC 2 Type II
- Encryption, regular audits and GDPR compliance.
- Customer service
- 1:1 support
- A dedicated account manager and ongoing support long after go-live.
- Customisation
- 3 features
- On average, each client has had three major feature requests built in the first two months.
The platform
Who we serve
Tailored to your firm's research needs
Wealth Managers
Equity research, fund selection and ESG views in one place, shared across the firm.
Investment Consultants
Fund selection and ESG capabilities, shared across the firm and with your clients.
Built for the front office
AI capabilities
AI for investment managers
The Stream turns everything your team captures into answers, reports and client-ready content, grounded in your own house view.
MCP connectivity
Connect The Stream to an AI assistant your firm already uses such as Copilot, Claude, Gemini or similar, and ask it questions about all data stored on The Stream.
Data structuring
Notes, PDFs, emails and spreadsheets become organised, searchable research automatically.
Automated reporting
Draft answers for clients in seconds using past responses and platform data.
Shared house view
Give client-facing teams instant access to the latest outlook while confidential work stays private.
Solutions
Solutions for your organisation
Built for the teams inside asset and wealth managers. Asset managers typically use The Stream for direct equity and ESG research, while wealth managers often bring their fund selection, equity and ESG analysts together on one platform.
Equity Research
Company research, models, ratings and market data in one place, with AI that knows your house view. Used by equity teams at asset and wealth managers.
Learn moreFund Selection
Fund reviews, ratings and due diligence in one place, with performance data and DDQs built in. Used by fund selection teams at wealth managers and investment consultants, often alongside equity and ESG analysts.
Learn moreESG & Stewardship
Engagement, voting, ratings and impact reporting, linked to the rest of your research. Used by ESG and stewardship teams at asset and wealth managers.
Learn moreSales & Operations
Give sales and client teams fast, accurate answers on the house view. Used by sales, client service and distribution teams.
Learn moreSecurity
Enterprise-grade security
Your research and client information are protected by independently audited controls and industry-standard compliance.
SOC 2 Type II compliant
Independently audited security controls
- Data encryption
- Regular security audits
- GDPR compliant
- Configurable RBAC
Integrations
Fits around the tools you already use
The Stream works with leading market and fund data providers, Microsoft Office, Outlook, and even connections to your internal systems.
ISSGlass LewisMicrosoft OfficeOutlookEquity dataFund data+ Your internal tools
FAQ
Frequently asked questions
Answers to common questions about The Stream platform.
Can't find what you're looking for?
Equity research, fund selection and ESG teams at asset and wealth managers or investment consultants. Many clients use it across all three, so research is shared rather than siloed.
It answers questions using your firm's own research and connected data, so responses reflect your house view rather than generic information from the web.
Yes. We integrate with leading data providers, Microsoft Office and Outlook, and we're happy to connect to your internal systems.
Most teams are live in under two weeks, with training sessions, a dedicated account manager and ongoing support that continues long after go-live.
The Stream is SOC 2 Type II compliant and GDPR compliant, with data encryption, regular security audits and configurable permissions.
Yes. Workflows, templates, visibility, dashboards and reports can all be shaped around your team, and the platform adapts as your process changes.
Equities, bonds, funds and issuers, plus custom entities for anything else you research.
Ready to see The Stream working on your research?
Book a demo and we'll show you how The Stream fits your equity, fund selection or ESG process.