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The Stream
A workflow solution for portfolio managers
Replacing the many shared drives/spreadsheets/software that disrupt efficient decision making.
The problem
Chaotic workflows and increasingly complex reporting requirements are disrupting the ability to generate alpha.
The solution
A hub to store your team's investment research, including your company/broker meetings, stock reviews, internal ratings, models and more.
About us
The Stream is a B2B SaaS platform that streamlines workflows for portfolio managers.
Who are we
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