A wealth manager discussing investment options with a client

Solutions

Wealth Managers

Solutions

Wealth Managers

A wealth manager discussing investment options with a client

Problem

Research and sharing tools

Wealth Managers create value for clients by generating personalized reports and recommendations that uniquely fit their needs. Further, clients demand them to go the extra mile, so gathering knowledge beyond the current investment universe means constantly gathering the latest and most relevant information on virtually all companies. These highly manual tasks, which, when done at scale can take up several hours in a typical day. And to optimize on time, Wealth Managers need fast research and sharing tools, that are secure and compliant. Finally, in decentralized teams where several managers in a firm work independently, cross-border misalignment and lack of knowledge sharing cerates inconsistencies around the brand.

Wealth Managers create value for clients by generating personalized reports and recommendations that uniquely fit their needs. Further, clients demand them to go the extra mile, so gathering knowledge beyond the current investment universe means constantly gathering the latest and most relevant information on virtually all companies. These highly manual tasks, which, when done at scale can take up several hours in a typical day. And to optimize on time, Wealth Managers need fast research and sharing tools, that are secure and compliant. Finally, in decentralized teams where several managers in a firm work independently, cross-border misalignment and lack of knowledge sharing cerates inconsistencies around the brand.

An analyst reading through a printed report
An analyst reading through a printed report

Features

Create more value for your clients

Company reports
Produce and personalize two-pager summarizing the activity of the company, its important financial ratios, information on peers, and relevant technical data
Text-mining technology
Analyze dense documents to extract main topics and the most relevant paragraphs within seconds.
Investment case
Maintain a single thesis per company over time to quickly retrieve supporting information to bolster your investment recommendations
Activity and watchlist alerts
Build watchlists and get updates for relevant events and announcements instantly
Create customized reports to support your investment recommendations for clients   
Focus on only the most relevant financial and extra-financial topics while making recommendations
Centralize insights on a company in a single place to retrieve information quickly while making recommendations
Stay up to date on the latest events for your portfolio and top companies 

Features

Create more value for your clients

Company reports
Produce and personalize two-pager summarizing the activity of the company, its important financial ratios, information on peers, and relevant technical data
Text-mining technology
Analyze dense documents to extract main topics and the most relevant paragraphs within seconds.
Investment case
Maintain a single thesis per company over time to quickly retrieve supporting information to bolster your investment recommendations
Activity and watchlist alerts
Build watchlists and get updates for relevant events and announcements instantly

Benefits

Why Wealth managers choose us

Enriched client experience  
Premium, web-based portal to enhance client experience, allowing them to better visualize and engage with your ideas
Insights to better understand client expectations and behavior
Analytics and tools to better understand how clients consume your research and recommendations
Centralized and compliant research workspace
Centralize knowledge at the most granular level, and retrieve important insights in minutes while making investment recommendations for clients
Standard templates that can be shared easily
Standardization of a consistent and transparent investment research process protects brand image and improves compliance.

Our solution

The Thread Advantage

All insights in one place
Centralize all information and create beautiful one-pagers in seconds. Your estimates, insights, and sources stays always up to date, removing the hassle of copy-pasting and sharing Excels. Filter all your company insights with actionable views to ensure you never miss a thing
Trigger investment discussions
Discuss, debate, and weigh investment ideas to ensure that only the best ideas turn into investment decisions. Thread allows you to invite others on your team to provide granular inputs and comments on your insights within the app.
Secure Workspace for a post-COVID world
Your work on Thread is saved in real-time to ensure no valuable data is ever lost. By time-stamping contributor activity on all documents stored, retrieved, or updated, Thread helps you better comply with regulations. Role-based access allows you to manage contributors efficiently in distributed teams.
ESG Insights at your fingertips
Drag and drop your documents into our AI-powered PDF reader to turn 100s of pages worth of reports into concrete SDG insights within seconds. Thread’s power search helps you cut though the clutter to quickly identify only the most relevant information.
Single source of truth for all departments
Build an institutional knowledge base by creating relevant data archives and assets that are easy to re-use. Document your investment decisions to learn from past decisions and mistakes. On Thread, every investment idea can be shared with the rest of the firm, which helps build accountability, responsibility, and trust within your investment team
High quality data you can trust
Thread gives you access to premium, real-time financial data sourced from S&P Market intelligence, so your investment decisions are driven by most updated ratios and values.
Snapshot of a single page report to centralize a company's important financial and extra-financial investment insights
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
Snapshot of a version history for asset manager notes
Snapshot of an AI-powered PDF reader to scan company reports and uncover Impact, Socially Responsible Investing, and ESG  insights in seconds
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
Snapshot of an access real-time investment data from S&P 500 market intelligence for all relevant peer companies with similar business models

Our solution

The Thread Advantage

All insights in one place
Centralize all information and create beautiful one-pagers in seconds. Your estimates, insights, and sources stays always up to date, removing the hassle of copy-pasting and sharing Excels. Filter all your company insights with actionable views to ensure you never miss a thing
Snapshot of a single page report to centralize a company's important financial and extra-financial investment insights
Trigger investment discussions
Discuss, debate, and weigh investment ideas to ensure that only the best ideas turn into investment decisions. Thread allows you to invite others on your team to provide granular inputs and comments on your insights within the app.
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
Secure Workspace for a post-COVID world
Your work on Thread is saved in real-time to ensure no valuable data is ever lost. By time-stamping contributor activity on all documents stored, retrieved, or updated, Thread helps you better comply with regulations. Role-based access allows you to manage contributors efficiently in distributed teams.
Snapshot of a version history for asset manager notes
ESG Insights at your fingertips
Drag and drop your documents into our AI-powered PDF reader to turn 100s of pages worth of reports into concrete SDG insights within seconds. Thread’s power search helps you cut though the clutter to quickly identify only the most relevant information.
Snapshot of an AI-powered PDF reader to scan company reports and uncover Impact, Socially Responsible Investing, and ESG  insights in seconds
Single source of truth for all departments
Build an institutional knowledge base by creating relevant data archives and assets that are easy to re-use. Document your investment decisions to learn from past decisions and mistakes. On Thread, every investment idea can be shared with the rest of the firm, which helps build accountability, responsibility, and trust within your investment team
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
High quality data you can trust
Thread gives you access to premium, real-time financial data sourced from S&P Market intelligence, so your investment decisions are driven by most updated ratios and values.
Snapshot of an access real-time investment data from S&P 500 market intelligence for all relevant peer companies with similar business models

Case Study

Delivering more value to clients

Collaborate with internal as well as third-party stakeholders law firms, auditors, consultants, and financing providers with high compliance standards.
Learn more

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Insights generated in an annual report using Thread's document reader