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FAQs

How it works

What does Singletrack do?

Singletrack is an engagement platform dedicated to capital markets. For the sell side, we provide a customer relationship and research engagement platform that leverages assets and information to transform business performance and enable firms to build distinct competitive advantage. For the buy side, we offer a vendor relationship platform that enables asset managers to capture interactions of all types with brokers and others, and to use the data to help plan research acquisition strategy, manage vendor relations and allocate research finance. Singletrack employs powerful tools for research distribution and consumption monitoring, and maintains the records required to ensure that all activities can be fully monetised and logged for compliance, for both sell side and buy side firms.

How do user firms gain ROI?

For Singletrack Sell Side, ROI is derived in many ways as the system provides actionable intelligence for all client-facing parts of the business. So, for example, analysts are able to produce more impactful, targeted research, sales are able to identify and capitalise upon cross selling opportunities and corporate can secure enhanced allocations in primary deals. Singletrack Buy Side provides ROI by facilitating research management and evaluation, ensuring this critical element of the investment value chain is performing.

How will Singletrack enable us to differentiate our services?

While Singletrack is a ready-to use high performance system for capital markets, individual customisation allows it to be adapted to support and build upon your firm’s own competitive strengths.

Is Singletrack a data provider?

Singletrack does not provide data but integrates with many different data sources, both third-party (e.g. Refinitiv, IHS Markit BD) and internal sources proprietary to each customer.

How flexible is Singletrack?

Singletrack's offerings are 'off-the-shelf' solutions with an extensive array of capital markets-specific functionality. However they are highly flexible and can be configured and customised to meet specific customer requirements, in terms of proprietary functionality, workflow and user experience plus bespoke system integrations.

What’s the difference between Singletrack and Salesforce?

Salesforce is the operating platform for Singletrack’s on-demand capital markets applications. Salesforce provides Singletrack’s Cloud infrastructure, resilience and security. Singletrack has designed the capital markets specific workflows and features that give our clients competitive advantage.

Implementation

How often is Singletrack updated?

Singletrack is updated 3-4 times per year with new functionality, driven by Singletrack's own product roadmap, market developments plus feedback from its global clientbase. All customers benefit from these upgrades at no additional charge.

What systems and data sources does Singletrack integrate with?

Singletrack can integrate with any external system via a variety of technical approaches. Common integrations are with research publishing systems, order management systems, revenue reporting systems, contacts and holding data feeds etc.

How long does a typical implementation take?

In an off-the-shelf configuration with basic integrations, Singletrack can typically be implemented in 6-10 weeks. More complex deployments, incorporating customisation and integration inevitably take a little longer. As a cloud platform, there is no in-house IT requirement and users have the assurance of world class security, resilience and future readiness. We manage our implementations in house, and have many years of experience of implementing our systems for capital markets firms.

Why buy rather than build?

As a proven, industry-specific system, Singletrack can be implemented faster - at lower cost and without risk – to deliver rapid ROI. (One off solutions tend to get left behind and are vulnerable to dependence upon key personnel). An on-going programme of continuous improvement, regulation monitoring and client feedback to our development schedule all serve to future proof your investment.

Why is Singletrack Cloud based?

By building our capital markets applications on the world’s premier Cloud platform, Singletrack can be implemented in weeks, there is no IT requirement and users have the assurance of world class security, resilience and future readiness.

Our Company

What track record does Singletrack have in the Capital Markets industry?

Singletrack was founded by a former JP Morgan CTO and the business has operated exclusively in capital markets since its inception in 2009. Singletrack Sell Side is proven in use by leading institutional brokers, independent investment banks and research providers on four continents. Singletrack Buy Side is a provider relationship management tool for asset managers to track, measure and evaluate services from brokers and other sell side firms with ease. One of our buy side clients is ranked in the top 5 global asset managers (IPE Survey 2020)

Who are Singletrack’s customers, and where are they?

Singletrack is used by some of the most successful institutional brokers, independent investment banks and research providers on four continents. Customers include Liberum, Peel Hunt, D. A. Davidson and Rosenblatt Securities.

What is your approach to implementation and service?

Singletrack has a comprehensive best practice methodology applied throughout the implementation process and in our client servicing. This enables firms to implement the most effective processes to leverage the Singletrack platform, so high levels of adoption are achieved, appropriate client service levels are maintained and all revenue opportunities exploited.

Using Singletrack

Will my data be secure?

As Singletrack is built on the Salesforce Cloud platform, users have the assurance of world class security and resilience – proven by numerous blue chip organisations depending upon the Salesforce platform worldwide.

Is Singletrack mobile (enabled)?

Yes.

How does Singletrack comply with regulations?

Singletrack was designed to meet established informational barrier requirements. The system’s inherent transparency and auditing functionality will help firms to comply with regulations around corporate access and use of dealing commissions to pay for research services. MiFID II and FINRA distribution compliant, the system maintains fully audited client trading, research distribution and relationship histories. We continuously survey the market and plan for upcoming regulations well before they come into force.

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