Basis Collective Intelligence for Research Teams
Enhance research collaboration and decision making.
Unlock your team’s full research potential. Basis centralizes insights, tracks sentiment, and preserves institutional knowledge, helping analysts collaborate and make better informed decisions.decisions.
Designed for Your Research Process
Every firm has its own research DNA. Basis adapts to your methodologies, decision frameworks, and collaboration structures without forcing change.
Custom Taxonomies
Organize research by sector, theme, or your own classifications
Flexible Research Stages
Support workflows from initial screening to deep analysis
Decision Framework Alignment
Integrate custom scoring systems and approval processes
Scalable for Growth
Adjusts as your research methodologies evolve over time
How Basis Works
Centralize Research Intelligence
Aggregate qualitative insights and quantitative data into a single dashboard for a unified view
Track Team Sentiment
Monitor shifts in conviction, uncover diverging viewpoints, and align on key trends
Access Collective Wisdom
Preserve institutional knowledge and past insights, ensuring continuity as teams evolve
Measure Research Impact
Connect analyst insights to outcomes, improving transparency and optimizing research coverage
Key Features
Seamless Workflow Integration
Connect to FactSet, AlphaSense, BAMSec, Microsoft Teams, Tableau, Snowflake, and more.
Real Time Activity Feed
Stay updated with a live stream of research insights, discussions, and decisions
Smart Notifications
Get alerts for key research updates, mentions, and shared content relevant to your focus.
Custom Dashboards
Tailor intelligence views to specific roles and research priorities