Capital markets firms lose millions in revenue opportunities and risk compliance issues using generic CRMs or point solutions. While other finance-focused platforms offer rigid workflows and siloed data, Singletrack delivers a flexible, purpose-built platform that unifies research management, client engagement, and deal management for sell-side firms.
Built for the sell side
Capital markets service delivery and engagement platform
Increase revenue. Turn client interaction data into revenue opportunities.
Save time. Reduce admin time by automating manual workflows.
Ensure compliance. Track research distribution compliance and align to client value.
Our clients
Trusted by leaders in capital markets
Singletrack is the choice of leading investment banks, independent research providers and corporate finance boutiques. That’s because we work hands-on with each client to ensure they see value from our solutions.
Data-driven advisory
Generate more value from our full suite of data-driven tools
Sales and Trading
Research
Event Management
Banking
AI-Driven Analytics and Automation Engine
Singletrack delivers a comprehensive suite of purpose-built tools for a range of capital market competencies. No matter what their role, our clients say that automated data capture and guided next actions help them create deeper client relationships and generate significant additional value.
Demonstrate value
Sales and Trading
- Identify which clients are most likely to increase wallet share
- Focus team efforts on high-potential relationships
- Transform client interactions into measurable outcomes
Maximum return on research
Research
- Distribute research to the right clients at the right time
- Track research consumption patterns across your clients
- Turn readership data into actionable revenue opportunities
More profitable events
Event Management
- Align the most suitable investors with your corporate clients for better corporate access
- Capture all event information effortlessly
- Manage invitations, itineraries and logistics from a single platform
More predictable revenue
Banking
- Originate 30% more deals
- Reduce buyer identification time using automated, AI-backed list management
- Increase engagement by over 100% by delivering a service tailored to your client
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Research distributions
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Clients
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Countries
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Years capital market experience
Deep integrations
Connect to the capital markets ecosystem
Singletrack works where you work with 40+ integrations into the financial services tools the most successful capital markets teams depend on. From Outlook to Bloomberg Chat and MeetMax, connect your data and resources for efficient workflows.
The 5 Eras of capital markets
Leading capital markets into the AI era
Singletrack is committed to assisting our customers navigate the AI era. Watch our CEO Brijesh Malkan as he explains why AI is more than a productivity tool, and how it is fundamentally transforming the way advisory services are delivered and consumed.
Play video
The 5 Eras of capital markets
Leading capital markets into the AI era
Singletrack is committed to assisting our customers navigate the AI era. Watch our CEO Brijesh Malkan as he explains why AI is more than a productivity tool, and how it is fundamentally transforming the way advisory services are delivered and consumed.
Play video