Institutional Knowledge Platform for Investment Teams
Your best thinking is trapped in 100 apps.
Shift unifies your firm’s scattered knowledge into one AI-ready platform.
Powering Research at Brown Advisory ($160B AUM)
Institutional Knowledge Platform for Investment Teams
Your best thinking is trapped in 100 apps.
Shift unifies your firm’s scattered knowledge into one AI-ready platform.
Powering Research at Brown Advisory ($160B AUM)
Trusted by Teams Managing Billions in Assets
Brown Advisory
Building an AI Ready Foundation
Hear how Brown Advisory uses Shift to bring siloed research and data together, preserve critical context, and create a clean, trusted foundation that makes AI usable across the investment team.
Meet Basis
Your AI-Ready Workspace
Designed for buy-side teams, Basis unifies research notes, models, and insights into one connected system — powered by the Basis Engine.
"Basis exceeded our expectations in how it connects fragmented tools and research in a usable, unified way."
The Basis Engine
Powering Basis - and Beyond
The Basis Engine is Shift’s secure data model and enrichment layer. It connects, classifies, and activates your firm’s internal knowledge — powering Basis, your AI workflows, and any interface your team uses.
Connect & Classify
Ingest research notes, models, communications, and documents. The data model identifies what each item is and where it belongs.
Tag & Enrich
Add structure and metadata to make your firm’s data searchable, retrievable, and AI-ready.
Activate Anywhere
Push enriched knowledge into Basis or directly into AI environments like ChatGPT, Claude, Teams, or your own custom copilots and agent workflows.
Our Approach
From Data Chaos to AI Clarity
This short explainer shows how the Basis Engine turns the daily data struggle of investment teams into a connected foundation for smarter research, faster collaboration, and AI-powered automation.
Security You Can Trust
SOC 2 certified, enterprise-grade protection designed for investment firms.
Compliance Ready
Meets rigorous financial industry standards.
Data Control
Your data stays under your ownership, fully encrypted.
Flexible Deployment
On-prem, private cloud, or hybrid.
Access Controls
Granular permissions by role.
See how Shift gives your firm an AI edge.