Power Your AI with the Sell Side Research that Your Investment Teams Rely On

Power Your AI with the Sell Side Research Your Investment Teams Rely On

Put sell-side and independent research to work in your internal AI applications. Help your teams find relevant insights faster, compare provider views and review the original evidence.

What this means for you

• Prepare faster: gather relevant research for portfolio reviews backed by the original evidence.
• Keep the source in view: review the author’s original analysis, without a Castine interpretation between you and the research.
• Simplify integration: feed your internal applications through the Castine Global API, with consistent information that helps your applications find the right reports.
• Protect your knowledge: Castine does not retain client prompts or share the proprietary knowledge they contain with third parties or stakeholders, including sell-side firms.

The hours disappearing into the inbox

The insight your team needs may already be in an inbox. Finding it is another matter. Research arrives alongside distribution notices, marketing and reports outside the team’s coverage. Portfolio managers and analysts scan subject lines, open attachments, check dates and judge relevance—then repeat the process tomorrow. For teams receiving research mainly by email, this screening can consume hours each day.

That effort comes before the work that matters: comparing views, challenging assumptions and deciding what an insight means for an investment. Your firm already pays for the research. Connecting it to your internal applications can help your teams get more value from it.

Ask an investment question and reach the evidence faster

Ahead of an investment committee meeting, a portfolio manager asks: what has changed in the brokers’ views on this holding since our last review?

Answering manually means searching inboxes, gathering reports and checking dates before the analysis begins. Powered by the Castine Global API, your internal AI agent could search by company and review date, retrieve relevant reports from authorised providers and organise them with links to the original sources. Your AI application can then help compare arguments and identify questions for discussion.

The investment team gains a focused starting point: recent research it can inspect, challenge and discuss. Analysts can spend more time assessing whether the thesis still holds and less time assembling the material. Your firm designs the workflow and remains in control of the analysis.

Original research with your firm in control

Castine acts as research infrastructure—a utility connecting providers’ content to your systems. We deliver original reports with information about their source, subject and publication date. We do not editorialise research or add our own AI-generated interpretations or summaries. Your team can inspect the evidence and judge the author’s reasoning. Any analysis generated by your applications reflects your firm’s prompts, models and investment priorities.

Those priorities are proprietary. Client prompts can reveal investment hypotheses, portfolio concerns and analytical approaches. Castine does not retain prompts, train models on them or use their knowledge to build intelligence for other clients. We do not share investment insights inferred from client activity with third parties or stakeholders, including research providers and sell-side shareholders. Your investment thinking stays yours.

Connect research to the tools your teams use

Castine’s Investment Research Universe spans more than 500 sell-side firms and independent research providers, combining open accessible research with content requiring provider authorisation. Connect your teams and AI applications to the perspectives that matter to your investment process.

For your technology team, the Castine Global API provides a common way to search for research and retrieve original documents. Consistent metadata—including company, sector, author, publication date and identifiers where available—helps applications find relevant reports across providers. A common delivery structure reduces the need to maintain a separate connection within each application for every provider. Complementary entity and instrument reference data can link reports to issuers and securities where mappings are available.

Use that foundation to support the applications your firm is developing. An AI assistant can retrieve research to support a response. An agent can coordinate searches, document retrieval and preparation for a review. Your firm chooses the models, instructions and user experience. Castine supplies the research access infrastructure.

During evaluation, your technology team can test the connection and document retrieval against a real workflow. Deployment requirements, security controls, expected usage and production service levels are agreed as part of the implementation scope.

Coming next: Model Context Protocol (MCP) connectivity will give compatible AI applications a standard way to access Castine’s research tools. Research vectorisation will help applications find material by meaning, even when a report uses different wording from the user’s question. These forthcoming capabilities will extend the ways your internal AI can discover relevant research.

Keep research access aligned with provider rights

Research access and AI use remain subject to provider rights and contractual restrictions. Castine checks the client application and, where required, each user’s authorisation. Available connections, entitlements and permitted AI uses—including indexing and retrieval—are validated during evaluation and deployment. Preserving those rights throughout a shared AI workflow respects provider agreements and supports the firm’s compliance with applicable inducement rules.

See what your AI can deliver with the right research

Choose one investment task: your next portfolio review, for example. Establish how long the team spends finding, gathering and organising reports today. Run the same task through your internal application connected to the Castine Global API. Compare preparation time, coverage of priority providers, relevance and ease of reviewing the original documents.

Bring us your priority-provider list and one internal AI use case. Together, we can define an evaluation with your investment and technology teams, agree the scope and commercial terms, and support the integration through regular checkpoints. Judge the outcome against the work your teams actually need to do.

Make your next portfolio review the starting point. Connect the research you already invest in to the AI applications you are building—and give your teams more time to turn relevant evidence into investment judgement.