What you get
A cited issuer-development brief for advisor review.
Synthesize everything relevant before a client meeting: market intelligence, strategic considerations, talking points, and potential opportunities.
Wealth management
Make the house view easy to explain.
Explore company briefs and advisor talking points shaped around your team’s house view. We’ll agree the workflow with your investment team.
Connect company news to your house view.
- Your model portfolios. Research the public equities your investment team follows.
- Your markets. Agree issuer and geographic coverage with your team before starting.
- Your advisor conversations. Shape briefs around your house view, approved sources, and audience.
Samaya, throughout your day.
From the morning’s news to the next client conversation, Samaya helps you review the investment case, prepare advisor talking points, and draft an update grounded in your house view.
Review overnight news on coverage list
What happened overnight at the companies we cover, and does it challenge our house view?
How Samaya helps
A morning brief organized around the coverage list.
Review portfolio and investment case
Does the evidence still support the investment case for this company in our model portfolio?
How Samaya helps
A review of the investment case, with assumptions and evidence visible.
Get talking points ready
How can we explain recent company developments and our house view to advisors?
How Samaya helps
Company talking points for advisor review.
Update client on portfolio and relevant newsflow
What should our advisors include in a client update on the model portfolio and today’s news?
How Samaya helps
A portfolio research update for advisor and compliance review.
Example research journeys. Source access and output depend on your agreed workflow. Your team reviews the research and makes the decisions.
Make it work for your role.
See the questions you can tackle.
Workflows for wealth management
Drafts a quarterly fund letter for investors.
What’s next on your desk?
Bring a question, a company, or a report you need to prepare. We’ll walk through it together.