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

– D.A. Davidson

Singletrack is the #1 capital markets CRM for leading independent investment banks and research providers

With one, easy-to-deploy platform, you can boost performance across sales, trading, research, investment banking, operations, strategy, corporate access and compliance. In fact, using Singletrack, firms say they generate significant additional value through new business wins and deeper client relationships:

“We can visualise the depth and breadth of the relationship and we can see where we’re adding value, when they’ve picked up the phone for a second or third conversation.” Capstone


Research distributions






Go-live / client upgrade every day

Unified platform

How Singletrack adds value to your business

Integrating sales, trading, investment banking, corporate activity and research data, Singletrack’s powerful platform gives you the oversight, control and intelligence you need to drive growth.

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.

Exclusive Interview

Meet our CEO

Stu Berwick, co-founder and CEO, shares some thoughts on current market conditions. He outlines how Singletrack is adapting and delivering new solutions to support our clients’ continued growth.


Case Studies

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


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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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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Singletrack is used throughout Capstone’s business by the sales, events and operations teams, building a global picture of activities across the business.

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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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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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Rosenblatt Securities

A highly respected US broker is using Singletrack to help manage the growth, quality and productivity of its services to institutional investors.

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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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See for yourself.