Transform How You Manage Investment Research
The modern platform for investment professionals.
Unify research, automate processes, and drive better outcomes across the front office.
Our Platform Features
Comprehensive tools built for modern investment teams.
Investment Research Management
Store and manage investment reviews, ratings, updates, company meeting notes and more.
Middle Office Functionality
AI driven search, management and reporting functionality for client questions, updates and RFP's.
ESG Research Management
Store and manage engagements, target tracking, proxy votes, ESG ratings and analysis and more.
Solutions For Your Organization
Tailored features for different types of investment professionals.
Asset Managers
End-to-end research management with integrated ESG tracking and automation tools.
Manager Research
Centralised platform for managing fund reviews, ratings, and due diligence processes.
ESG Teams
Specialist tools for managing engagements, proxy voting, ESG ratings, and reporting.
Ready to Transform Your Research Process?
Schedule a demo today and discover how The Stream can enhance your organization's research capabilities.