Singletrack - #1 Capital Markets CRM
Leading capital markets into the AI era
Built for the sell side
Capital markets service delivery and engagement platform
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 management, client engagement, and deal management for sell-side firms.
Increase revenue. Turn client interaction data into revenue opportunities.
Save time. Reduce admin time by automating manual workflows.
Ensure compliance. Track research distribution compliance and align to client value.
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.
Data-driven advisory
Generate more value from our full suite of data-driven tools
Sales and Trading
Research
Event Management
Banking
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.
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.
Technology and industry expertise
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.
The 5 Eras of capital markets
Leading capital markets into the AI era
Singletrack is committed to assisting our customers navigate the AI era. Watch our CEO Brijesh Malkan as he explains why AI is more than a productivity tool, and how it is fundamentally transforming the way advisory services are delivered and consumed.