Capital markets firms lose millions in revenue opportunities and risk compliance issues using generic CRMs or point solutions. While other finance-focused platforms offer rigid workflows and siloed data, Singletrack delivers a flexible, purpose-built platform that unifies research distribution, client engagement, and deal management for sell-side firms.
Our clients
Trusted by leaders in capital markets
Singletrack is the choice of leading investment banks, independent research providers and corporate finance boutiques. That’s because we work hands-on with each client to ensure they see value from our solutions.
Singletrack delivers a comprehensive suite of purpose-built tools for a range of capital market competencies. No matter what their role, our clients say that automated data capture and guided next actions help them create deeper client relationships and generate significant additional value.
Sales and 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
- 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
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Research distributions
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Clients
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Countries
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Years capital market experience
Deep integrations
Connect to the capital markets ecosystem
Singletrack works where you work with 40+ integrations into the financial services tools the most successful capital markets teams depend on. From Outlook to Bloomberg Chat and MeetMax, connect your data and resources for efficient workflows.
Unified vision
Singletrack's One Bank Solution
Each of Singletrack’s modules delivers targeted value to the sell-side. But together, Singletrack’s one bank approach delivers a strategic overview of your clients, data and your business. Discover the benefits and features of our fully integrated, seamless, AI-embedded platform covering sales and trading, research, event management and banking.
Unified vision
Singletrack's One Bank Solution
Each of Singletrack’s modules delivers targeted value to the sell-side. But together, Singletrack’s one bank approach delivers a strategic overview of your clients, data and your business. Discover the benefits and features of our fully integrated, seamless, AI-embedded platform covering sales and trading, research, event management and banking.

Formed in 2009, the Archive Team (not to be confused with the archive.org Archive-It Team) is a rogue archivist collective dedicated to saving copies of rapidly dying or deleted websites for the sake of history and digital heritage. The group is 100% composed of volunteers and interested parties, and has expanded into a large amount of related projects for saving online and digital history.


