Asset Management
Where Fundamental Research Meets Holistic Workflows
Power your team with institutional-grade tools for portfolio tracking, collaborative modeling, and thesis-driven workflows — built for modern asset managers.
Institutional-Grade Market Intelligence for Buy-Side Analysts
Our platform enables fundamental investors to centralize workflows, enhance model collaboration, and accelerate coverage — all while staying audit- and compliance-ready. Tailored for long-only and long/short mandates with built-in support for rigorous internal research processes.
Purpose-Built for Fundamental Analysts
Equip your analysts with tools purpose-built for bottoms-up fundamental research across sectors and geographies.
Elegant, Scalable Portfolio Monitoring
Track holdings, price movements, catalysts, and internal notes across all positions in one centralized platform.
Robust Model Sharing Across Teams
Share, duplicate, or comment on financial models across teams without getting a headache.
Compliance-Ready Workflow Support
Timestamp, archive, and permission internal research and model access to meet audit needs.
Multi-Strategy Fund Coverage Features
Support long-only, long/short and multi-asset mandates across one clean, unified interface.
Internal Ratings & Thesis Tracking Tools
Maintain a centralized, cross-functional view of internal conviction and thesis evolution over time.
Dynamic Monitoring & Notifications
Get notified when important events happen in your workspace, such as changes in settings & attributes on key resources across teams.
Tools for Transparent IC Presentations
Generate IC-ready reports from research inputs and valuation models with one click.
Custom KPI Tracking & Global Asset Exposure
Define and track company-specific KPIs across international filings and jurisdiction-specific datasets.
Start building your investments on Countercyclical today.
