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Sentieo February 2022 Release Notes

February 28, 2022

Providing both greater flexibility and control over your Sentieo experience continue to be key focuses as we enhance the Sentieo platform.

To that end, this month’s release highlights include expanded Document Search functionality providing a more streamlined Table Explorer interface and an improved approach to research entitlements with the new Broker Research manager. New event-based automation functionality and availability of note and thesis templates allow for an improved notetaking and sharing experience. We also highlight below new ESG content sources and an expanded account-level security option.

Expanded Document Search Functionality 

Table Explorer Interface Improvements: We have streamlined the Table Explorer interface making it easier than ever to improve productivity with Sentieo.

To learn more, please see the Table Explorer Overview article here.

Broker Research Manager: Get up and running faster with the Broker Research Manager.  Check the status of your entitlement requests in real-time so you know which brokers you need to nudge for approval.  

To learn more, please see the Support Center article here

Event-Based Rules Automations in Notebook 

In Notebook, you can now have Sentieo automatically share notes with teammates, add tags or tickers, and more based on customizable conditions to better fit your workflow. This new feature helps you save time and minimize user errors in your research process by automating previously manual and repeated tasks. 

To learn more about the automation options available in the current release, please see the Support Center article here. 

Notebook Template Management 

For users of our New Notebook Experience, you now have improved capabilities around creating, modifying. and sharing Note and Thesis templates across your team. This facilitates not only standardization around how research is authored but a smoother, common experience for consumers of notes and theses. 

To learn more, please see the Support Center article here. 

Expanded ESG Coverage

Sentieo is excited to announce the addition of 3BL Media and Denny Ellison to the platform.  

3BL Media delivers world-class, purpose-driven communications for leading global companies and NGOs. The documents can be found under ESG: Corporate Social Responsibility News.  3BL has provided history back to 2009.

Denny Ellison is a bespoke research provider with select ESG focused reports available on Sentieo.    

2-Factor Authentication Management at Account Level

2-factor authentication continues to become a standard part of today’s data security landscape. Previously available for activation at the user level, organizations can now require 2-factor authentication for all users by activating at the account level. To activate for your firm, please contact our Customer Success team.

To learn more about 2-factor authentication at Sentieo, please see the Support Center article here

Updated on March 2, 2022

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