The Stream

Research management and AI for sales and operations teams

Give sales and client teams instant access to the house view, so every client conversation, RFP and report draws on your firm's latest research.

See how it works
RFP questions8 / 10DoneDoneTo doDoneTo do3 contributorsQUESTIONWhat is yourinvestment objective?AI draftSOURCESPast RFPIM policyEngagement notesSimilar questionAnswered last year

Built for sales & operations

Sharper insights for every client conversation

Connect your sales and client teams to the research behind your products, without exposing confidential work.

01

House View

Give client-facing teams view-only access to the research team's latest thinking.

  • Ask the AI assistant for the house outlook on any company, portfolio or theme, answered from your firm's own research.
  • Pull up-to-date portfolio updates and generate client-ready investment summaries in seconds.
  • Visibility controls keep confidential research with the investment team.
Investment teamLatest researchGlobal equity outlookNvidia · Q3 reviewDraft rating changeBond market viewInternal model notesSharedConfidentialClient-facing teamsView onlyWhat's our outlook on global equities?From the house view · Updated todayGlobal equity outlookNvidia · Q3 reviewBond market view
02

RFPs & Reporting

Take the manual work out of RFPs, DDQ responses and client reporting.

  • Upload RFP questions and let AI draft answers from past responses and platform data.
  • Allocate questions across sales, investment and ESG teams and track progress.
  • Turn any data point on the platform into white-labelled client and external reports in a few clicks.
RFP questions8 / 10DoneDoneTo doDoneTo do3 contributorsQUESTIONWhat is yourinvestment objective?AI draftSOURCESPast RFPIM policyEngagement notesSimilar questionAnswered last year
03

CRM Capabilities

Keep every client interaction in one searchable place, alongside the research you share with them.

  • Store client meeting notes and fund updates, and search past interactions before every meeting.
  • Spot the topics each client raises most often and how their priorities change over time.
  • Coordinate outreach with clear owners, tasks and deadlines across the team.
  • Work alongside Microsoft Office and Outlook, with alerts on the updates that matter to your clients.
KKestrel Pension TrustInstitutional client · UK2 new alertsInteractionsSearch past interactionsQuarterly review meetingNotes logged · 2 days agoFund update sentAtlas Global Equity · 1 week agoEmail from clientQuestion on fees · 3 weeks agoTop topicsClimatePerformanceFeesTasksSend Q3 reportFriReply on feesMonBook Q4 reviewDone

More solutions

One platform, every team

The Stream connects research across your organisation. Explore how it supports other teams.

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 more

Fund 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 more

ESG & 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 more

Ready to see The Stream working for your client teams?

Join the sales and client teams using The Stream to share the house view, answer RFPs faster and automate client reporting.