Basis
Intelligence Layer for Research Teams
Unlock faster, smarter collaboration using insights from the tools your team already relies on.
Basis connects to filings, notes, transcripts, models, and more. It keeps everything secure, searchable, and actionable.
See the Signals Others Miss
Surface what’s trending, what’s changing, and what your team is focused on — all without changing how they work.
Trending Companies Dashboard
Basis highlights companies gaining internal attention based on research activity. CIOs, PMs, and analysts can spot momentum early, before it hits consensus.
One View of Company Activity
See all research tied to a company in one place, including notes, messages, shared links, and internal actions. No need to dig through disconnected tools.
AI Summaries
Basis creates instant summaries of important activity, helping you understand what changed and why. Perfect for quick reviews and decision support.
Latest Research Feed
Your internal research is cleaned, scored, and summarized by AI in a single feed. No more buried PDFs or missed updates.
Team-Generated Headlines
Basis turns internal commentary and shared articles into headlines. Everyone stays in sync with the most important developments across coverage areas.
Built for Your Process
Basis adapts to your workflows, decision frameworks, and tools. No disruption. No need to change how your team works.
Custom Frameworks
Custom taxonomies, flexible research stages, and decision model alignment
Real-Time Collaboration
Smart notifications, team sentiment tracking, and a live research activity feed
Institutional Memory
Company-level views, AI-generated summaries, and fast search across past work
Seamless Integration
Compatible with your current tools, dashboards, and deployment model
Institutional Standards
Security
Shift delivers AI innovation with enterprise grade security, on-prem, in private cloud, or fully custom.
Financial Industry Compliance
Built to meet the rigorous security requirements of investment firms and financial institutions with SOC 2 compliance and regular penetration testing.
Complete Data Sovereignty
Your sensitive financial data never leaves your control. Deploy Shift's solutions within your firewall to maintain absolute ownership of proprietary information and client data.
Role-Based Access Controls
Granular permission systems ensure team members access only the information appropriate to their role and responsibility level.
Flexible Deployment Options
Deploy anywhere in on-premise, private cloud, or hybrid environments with single-tenant architecture and consistent enterprise-grade security across all implementations.
End-to-End Encryption
All data is fully encrypted both at rest and in transit using industry-leading encryption protocols to protect your most valuable information.
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