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Capital Alpha to implement Singletrack CRM and research distribution platform


Singletrack has announced a new contract with Capital Alpha Partners, a leading US provider of strategic policy research to financial institutions.

Founded in Washington DC in 2007, Capital Alpha Partners, LLC is an independent research boutique, specialising in the investment implications of government actions. Originally part of the former Prudential Equity Group, the firm works primarily with institutional investors, providing sell-side coverage of legislative activity, budget data, regulatory processes, and political outcomes that can impact equities, credits, and broad-based portfolios.

“As an expanding business with growing demands on our client-facing activities, together with the need to keep ahead in an increasingly dynamic marketplace, we felt we needed a customer relationship solution specifically designed for Capital Markets firms” explained Courtney Oldham, Managing Director, Capital Alpha Partners. “We looked at a number of vendors’ offerings and concluded that the Singletrack Edge platform would enable us to maximise the impact of our content, while providing the flexibility and business intelligence we need in order for Capital Alpha to build on its strengths and deliver further, differentiated offerings”.

Singletrack CEO, Stuart Berwick commented “Capital Alpha’s analysts are highly rated in their fields and it was apparent that there was still considerable scope for the firm to leverage its expertise and to grow the return on its content. As a cloud-based product Singletrack Edge will be implemented in weeks and will be rolled out for use by all members of the firm’s analyst, sales and management teams”.

Singletrack Edge is a dedicated sell-side CRM, research distribution and client engagement platform. It incorporates advanced data analysis tools that provide the intelligence to monitor, manage and plan revenue generating activities on a fully coordinated, cross-departmental basis. Designed for an increasingly competitive and regulated environment, Singletrack Edge delivers maximum visibility and control with the flexibility to meet individual user firm’s requirements.



Published: 05/04/2016