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Basis | AI Intelligence Platform for Investment Teams

Meet your Perfect Analyst

Unify your research data and surface correlations faster using AI built for institutional teams.

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"Basis has exceeded our expectations in how it connects fragmented tools and research in a usable, unified way."

Director of Equity Research (60B AUM)

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The Basis Platform

Purpose-Built for Investment Teams

Enterprise AI with full data control, built to align with institutional research workflows.

Secure by design

Built for institutional scale

Proven with leading investment teams

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PMs and Analysts Disconnected?

Unlock Collective Intelligence

Surface insights and connections across your team before the market does.

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Time to insight too long?

Accelerate Research & Decisions

AI-enhanced workflows that streamline research and help your team move faster.

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Working with fragmented tools?

Seamless Integration

Fits how your team already works. No rip and replace. No disruption.

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Security

Private By Design

Shift delivers AI innovation with enterprise-grade security — including SOC 2 compliance, full data sovereignty, role-based access controls, flexible deployment options, and end-to-end encryption.

Power Up Your Research with AI

Experience how Shift can transform your financial team's research, analysis, and decision-making process.

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A weekly roundup of ideas shaping investment research, AI, and the future of decision-making.

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