In the AI era, capital markets advisory firms must evolve in how they create, deliver and measure the value of their advisory services. Singletrack enables you to deliver all of your advisory services across sales & trading, investment research, corporate access and banking in a single, integrated platform to grow revenue and drive scale efficiencies.
The Singletrack Platform can help firms not just survive in the current market, but thrive: protecting the current client base and growing its value, acquiring new clients, and delivering great service while finding efficiency.
Tailored to your business. We build on your firm's strengths, configuring functionality, workflow and user experience to your needs.
Security. Singletrack is built on the Salesforce Cloud, so you benefit from the world-class security and resilience that comes from this global platform.
Compliance. Designed for the confidentiality requirements of investment banks. Wall crossing, transparency and audit trails help you comply with current and future regulations.
Continuous innovation. Unlike other solutions, Singletrack evolves with your business. Our development team releases updates 3-4 times per year with forward-looking functionality.
In a world where customer data is too often stored in inaccessible silos, Singletrack is different. Our platform gathers data from siloed systems to provide a step-change in accessibility. All the data you need in one place.
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.
