LEADING CAPITAL MARKETS INTO THE AI ERA

The AI-Powered CRM Built Exclusively for the Sell-Side.

Singletrack unifies Sales, Trading, Research, Corporate Access, and Investment Banking into one secure platform. Turn everyday interactions into actionable data, ensure strict compliance, and leverage AI to uncover hidden revenue.

See how firms like yours use Singletrack

Submit your request and we'll reach out to you to arrange a demo.

What is Singletrack?

We are the #1 purpose-built client engagement and analytics platform for capital markets. Unlike generic CRMs that require months of heavy, expensive customization, Singletrack is designed out-of-the-box for the complex workflows of brokers, researchers, and bankers. We capture your firm's total value delivery—from ambient email interactions to deep readership analytics—and feed it through our proprietary AI engine to tell your teams exactly who to call, what to pitch, and when.

The Singletrack Platform for capital markets

The only end-to-end CRM and research management platform

Sales & Trading

Identify which clients are most likely to increase wallet share
Focus team efforts on high-potential relationships
Transform client interactions into measurable outcomes

Research

Automated and intelligent Investment Research Authoring
Distribute research to the right clients at the right time
Track research consumption patterns across your clients
Turn readership data into actionable revenue opportunities

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

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

DATA-DRIVEN ADVISORY

Track every interaction.
Value every relationship.

When interactions and readership aren’t captured properly, every client review, pricing and coverage decision is guesswork. Singletrack works silently in the background, capturing ambient engagement across all departments to build a unified, 360-degree view of every client.

Accurate, automated interaction capture across channels
Reliable readership data by client, sector and product
A single view for pricing, budgeting and coverage decisions
AI-driven recommended next actions to maximize engagement

Singletrack Advanced Insights and Performance Dashboard

PURPOSE-BUILT AI

Scale human expertise with capital markets AI.

Traditional CRMs treat AI as a generic bolt-on. Singletrack’s AI engine is built into the core platform and trained specifically on sell-side terminology to seamlessly augment your professionals and drive measurable ROI.

ROI tracking to align daily activity to revenue
Semi-agentic workflows and guided next actions
Natural language search for instant insights

What firms achieve after upgrading to Singletrack

190%

increase in interaction capture & monetisation

70%

reduction in execution admin & costs

90%+

adoption rate across global user base

60+

advisory firms; Join the Singletrack community

"We trust the team at Singletrack with our valuable client relationships across sales, research, trading and investment banking. This holistic approach to relationship management means we can better serve our clients. The technology, such as real time updates on activities and the AI tools providing insights, gives Peel Hunt an additional edge."

Peel Hunt

Interested? See for yourself.

Request your demo.

How we deliver ROI within 6 months

At Singletrack, we manage all our own implementations using our expert team. Our 300+ projects and robust processes mean you’re in safe hands, and will be experiencing the benefits of our solution across your organisation in months, not years.