Software · Automation · AI
for Modern Enterprises
Software · Automation · AI
for Modern Enterprises
Alpha is a reference architecture for an institutional equity research ERP — orchestrating data collation, authoring, multi-channel distribution, CRM, compliance, and readership analytics. We adapt the same pattern to your firm's stack, processes, and house style.
Most institutional research desks are stitched together from Word, Outlook, ageing CMSs, manual distribution lists, and spreadsheets that break under audit. Alpha replaces that patchwork with a single platform — and we adapt it to the way your team already works rather than forcing them into a vendor's mould.
The architecture orchestrates the full research lifecycle: data ingestion, collaborative authoring, editorial review, compliance sign-off, multi-channel distribution, client engagement, and readership analytics. AI is layered in where it removes friction — content suggestions, formatting automation, smart screening, natural-language search — without replacing analyst judgment.
Built on Microsoft 365 — analysts work from Windows, macOS, iPad, or mobile with the same tooling. Word add-ins, Excel integration, and SharePoint storage out of the box.
Multi-tenant with full data isolation. On-demand backup and export. Seamless migration paths from legacy research systems.
Inter-team and intra-team coordination — shared updates, assignments, progress tracking across research, sales, compliance, and production.
Centralised repository of every published report. Powerful search, filtering, and retrieval — institutional knowledge that compounds.
Intelligent content suggestions, automated formatting, compliance checking, and smart tagging throughout the authoring workflow.
White-labelled portal with AI-enhanced search, Smart Screener, personalised dashboards, and natural-language queries — web, iOS, and Android.
Excel add-in for building custom data sheets with dynamic queries that auto-update when research data changes. Self-service analytics in the spreadsheet environment clients already use.
Real-time co-authoring with intelligent version control, track changes, and built-in compliance workflows.
Pre-formatted charts automatically styled in your firm's branding with precise sizing for research reports — saving hours of manual formatting.
Microsoft Word add-in that applies house styles, templates, and brand guidelines instantly — analysts focus on content, not formatting.
Configurable workflows orchestrating authoring, editorial, research-committee approval, compliance sign-off, and publishing — with automated tagging, AI summarisation, and PDF/HTML generation.
Contact hierarchies, entitlements, subscription management, personalised content preferences — every client interaction in one place.
Track meetings, corporate visits, and client interactions with MIS reports on analyst and sales-team performance.
Conferences, roadshows, client events — scheduling, room allocation, automated itineraries, self-service invitee portal, real-time change management.
Customisable templates, smart scheduling, segmentation, delivery tracking, consistent branding across every send.
Web portals, mobile apps, Bloomberg/Refinitiv terminals, custom APIs — automated scheduling and audience targeting.
RESTful APIs and pre-built integrations connecting CRM, portfolio management, and trading platforms.
Granular tracking from email and portal access — which clients read which reports, time on page, geographic distribution. Impact, measured.
Disclaimer management, blacklist enforcement, regional disclosure rules, analyst holdings tracking — automated regulatory safeguards.
Built-in MiFID II, MAR, and GDPR frameworks with automated audit trails, approval workflows, and comprehensive documentation.
Tell us about your stack, your house style, and the pain points your analysts and salespeople actually feel. We'll come back with a phased adaptation plan.