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Singletrack Engage

The data-driven client engagement platform for capital markets

The advisory industry remains highly competitive, and as market dynamics continue to change, teams are under pressure to deliver great results with constrained resources. Everyone has to do more with less – not just survive, but thrive, delivering great client service efficiently and profitably.

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Singletrack Engage

Purpose-built capital markets CRM

Singletrack can help with a comprehensive, purpose-built suite of tools and analytics that deliver high-quality client service with efficient, data-driven workflows across sales and trading, investment research, corporate access and banking.

Award-Winning

AI Built for Capital Markets

One integrated AI first platform across research, CRM, Corporate Access and Banking has the highest quality dataset to understand buy-side intent and deliver the broadest and deepest set of tools that enable sell-side professionals.

Singletrack wins Best AI-Enabled App for Capital Markets at A-Team Group’s AI in Capital Markets Awards 2026
CRM for capital markets
Lead the transition to data-driven advisory.

Cutting-edge AI analytics

Take action with automated insights that uncover hidden patterns and outliers

30+ integrations

Break through data silos to improve communication and spot insights and opportunities

Accurate measurement

Simplify forecasting and risk management

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