READ NOW: Singletrack Quarterly Benchmark Report Q2 2024

“We used our old CRM as an accountability tool. Now, we use Singletrack as a productivity tool."

– D.A. Davidson Companies

The #1 client engagement and data-driven analytics platform for capital markets

With one, purpose-built platform, you can boost performance across sales, trading, research, investment banking, operations, strategy, corporate access and compliance.

Using Singletrack’s fast-to-implement platform, firms say that the advanced data-driven analytics and guided user behaviour help them create deeper client relationships and generate significant additional value by maximising revenue, profitability and workflow efficiency:

“We know where our valuable resources are consumed and the correlation to revenues generated.” – D.A. Davidson


Research distributions






Go-live / client upgrade every day

A 'One Bank' solution

How Singletrack adds value to your business

For sell side firms, Singletrack integrates data across sales, trading, investment banking, corporate activity and research data, to give you the oversight, control and intelligence you need to drive growth through data-driven transformation.

For buy side firms, Singletrack helps you get the most out of your provider relationships through support for management, collection and leveraging of meaningful interaction data, and optimising both sides of the workflow for better investment performance.

Grow strategically

Smart service clients

Tap into new revenue

Help people work more efficiently

Aligning technology and industry expertise

How we deliver ROI within 6 months

At Singletrack, we manage all our own implementations using our expert team. Our 300+ projects and robust processes mean you’re in safe hands, and will be experiencing the benefits of our solution across your organisation in months, not years.

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Singletrack's One Bank Solution

Singletrack’s one bank approach delivers a strategic overview of your clients, data and your business. This short video outlines the benefits and features of our fully integrated, seamless, AI-embedded platform covering sales and trading, research, event management and banking.

Case Studies

Leaders, innovators and challengers - meet our clients and read about their Singletrack experience.


Investment research and investment management specialist Morningstar use Singletrack Research Hub to support their research distribution strategy.

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Goodbody uses Singletrack across the Investment Bank, Trading, Sales Trading, Research, Corporate Broking and Corporate Finance teams.

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D.A. Davidson

Employee-owned financial services firm, D.A. Davidson Companies harnessed the power of a specialised Capital Markets CRM by selecting Singletrack for their Equity Capital Markets and Fixed Income divisions.

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Danske Bank

Danske Bank decided to review their CRM system in favour of a solution that was specific to capital markets, could handle changing regulatory requirements and could manage the volumes required by a major bank.

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J Capital Research

Leading China research firm, J Cap, moved from mainstream CRM and email marketing products to Singletrack.

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CI Capital

CI Capital reports greater coverage, revenue and overall client satisfaction after implementing a new approach to customer management and engagement.

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Peel Hunt

Peel Hunt has extended its use of the Singletrack CRM and research distribution platform, using industry best practice processes.

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The Analyst

The Analyst is an independent research provider with a reputation for exceptional, longer term ideas. Singletrack enables the firm to know its clients’ requirements better, to track research consumption and maintain detailed service records.

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Book a Demo

See for yourself.

Learn how you could benefit from:

Data driven advisory
Incorporating data from sales, trading, investment banking, corporate activity and research

Fast ROI
To see benefits in months, not years


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