AI Solutions for Investment Teams
Investment professionals spend more time hunting data than they do on their actual job. Shift fixes that.
Powering Research at Brown Advisory ($160B AUM)
Trusted by
Meet Basis
Your AI-Ready Workspace
Designed for buy-side teams, Basis unifies research notes, models, and insights into one connected system — powered by the Shift Engine.
"Basis exceeded our expectations in how it connects fragmented tools and research in a usable, unified way."
The Shift Engine
Powering Basis - and Beyond
The Shift Engine is Shift’s secure data model and enrichment layer. It connects, classifies, and activates your firm’s internal knowledge — powering Basis, your AI workflows, and any interface your team uses.
Connect & Classify
Ingest research notes, models, communications, and documents. The data model identifies what each item is and where it belongs.
Tag & Enrich
Add structure and metadata to make your firm’s data searchable, retrievable, and AI-ready.
Activate Anywhere
Push enriched knowledge into Basis or directly into AI environments like ChatGPT, Claude, Teams, or your own custom copilots and agent workflows.
SOC 2 Compliant
Private By Design
Your data stays private, secure, and under your control.
See how Shift gives financial firms an AI edge.