AlphaSense Features
File Management (6)
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Device Syncing
Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on
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Web Interface
Ability to access documents via a web interface without a client being installed on a device
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File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
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Search
Can easily find files via a simple and/or advanced search
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
Video Support
Supports various video file formats
Collaboration (7)
File following
Allows users to receive updates when files have been updated, added, deleted or moved.
File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Activity Tracking
Track and document all activities across devices, networks, and other systems
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Screen Sharing
Digitally share screen view with others
Real Time Editing
Preview and make real-time changes in the web content
Administration (18)
User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Storage Limits
Administer storage limits by user or group
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Security
Stores and transfers files in secure environment
Calendar Management
Track and manage schedules and meetings via an integrated calendar
File Management
Create, save, and store files
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Email Management
Manage, store and organize emails within the system or via third-party apps
Version Control
Track revisions and updates made to files and navigate between different versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Task Management
Create, manage and track all task activities and progression
Website Management
Built-in website builder or integration with third-party site
Secure Data Storage
Securely stores data to prevent data loss or breaches
Platform (10)
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Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
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System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs
Enables custom integration to external systems
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Search
Provides users with search tools in order to find the data they need quickly
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User, Role, And Access Management
Allows users to grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Mobile User Support
Allows software to be easily used on multiple mobile devices, including phone and tablet devices
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Alerts
Provides features for email and messaging alerts surrounding contact and company updates
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Collaboration
Allows multiple users to access and collaborate on the platform
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Compliance
Provides features for users to follow domestic and international privacy and data colelction compliance laws
Financial Information (1)
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Document Search
Provides financial document search functionality to users
Analysis (5)
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Document Annotation
Provides document annotation and note taking capabilities.
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Collaboration
Contains collaborative functionality that allows permissioned users to share documents and insights.
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Custom Dashboards
Allows users to create custom market intellignece dashboards
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Reports
Allows users to build and export reports for market data
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Integrations
Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software
Market News (3)
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Alerts and Monitoring
Monitors real-time market data and send alerts based on user input
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Market Information
Provides access to up-to-date financial market information
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Market News
Aggregates media and news from relevant companies
Platform Basics (2)
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Mobility
Is accessible from a mobile device and by users on the go.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
Media Channels (2)
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Print Media
Monitors print media such as newspapers and magazines
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Online Media
Monitors online media such as blogs, websites, and social media
Geographic Coverage (3)
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Local Media
Monitors media channels at the local level
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National Media
Monitors media channels at the national level
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International Media
Monitors international news coverage
Reporting (4)
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Keyword Targeting
Enables users to search media channels for specific keywords, brand mentions, or topics
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Custom Feeds and Alerts
Allows users to create custom feeds and/or receive real-time alerts for relevant media mentions
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Custom Reports
Allows users to build custom reports that can be shared with clients and stakeholders
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Dashboards
Provides dashboards for quick visualizations of relevant media coverage and analytics
Compatibility (3)
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Federated Search
Ability to search across different data sources, such as databases, intranets, and applications.
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File Types
Offers search for a variety of file types.
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Global Language Support
Ability to search in multiple languages without any additional work required.
Search Queries (6)
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Typo Tolerance
Ability of search to handle typos.
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Faceted Search
Allows the end user to filter and refine search results.
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Synonyms
Ability to define synonyms for search terms.
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Highlighting
Allows the user to see highlighted results to see which words or phrases match the search query.
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Natural Language
Allows the user to search in a natural, intuitive manner.
Full Text Search
Search for specific words or phrases within a document or database
Functionality (5)
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Personalization
Gives the user targeted, personalized results based on their activity or preferences.
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Search Analytics
Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.
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Integrations
Ability to plug the search capabilities into other applications or tools.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Data collection (4)
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Natural Language Processing (NLP)
Provides NLP features for filtering data collection down to specific data points
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Data Sources
Provides a wide selection of data sources for aggregated news and MARKET data
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Custom Research Sources
Allows users to make custom data collection queries
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Advanced Data Collection
Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history,
Generative AI (3)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Market Intelligence (2)
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Cross-system Integration
Works across multiple software systems or databases
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Media Monitoring (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Cloud Content Collaboration (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Enterprise Search Software (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Agentic AI - Financial Research (1)
Multi-step Planning
Ability to break down and plan multi-step processes
AI powered search - Enterprise Search Software (4)
Generative RAG (Retrieval augmented generation)
Embed generative (RAG) capabilities for enhanced answer generation using retrieved content
Relevance Tuning
Allow tuning relevance and ranking through machine-learning or Learning-to-Rank models
NLP & Semantic search
Enable the system to understand and interpret natural-language queries
Fuzzy Search
Compatibility - Enterprise Search Software (3)
File Types
Offers search for a variety of file types.
Federated Search
Ability to search across different data sources, such as databases, intranets, and applications.
Global Language Support
Ability to search in multiple languages without any additional work required.
Functionality - Enterprise Search Software (3)
Personalization
Gives the user targeted, personalized results based on their activity or preferences.
Search Analytics
Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.
Integrations
Ability to plug the search capabilities into other applications or tools.
Search Queries - Enterprise Search Software (4)
Highlighting
Allows the user to see highlighted results to see which words or phrases match the search query.
Faceted Search
Allows the end user to filter and refine search results.
Typo Tolerance
Ability of search to handle typos.
Synonyms
Ability to define synonyms for search terms.
Personalization & Recommendations - AI Search and Discovery Platforms (3)
User based result personalization
Modifies search results based on individual user roles, attributes, or prior activity.
Behavior driven recommendations
Generates recommendations based on user search activity and content interactions.
Contextual content recommendations
Recommends additional content related to the current query or viewed item.
Semantic Search & Query Understanding - AI Search and Discovery Platforms (3)
Intent aware search
Analyzes user queries to interpret intent and deliver contextually relevant results beyond exact keyword matching.
Context aware query handling
Adjusts how user queries are interpreted based on session behavior, user attributes, or prior interactions.
Natural language query support
Processes full natural language queries to understand phrasing, structure, and contextual meaning.
Data Indexing - AI Search and Discovery Platforms (3)
Multi system indexing
Indexes content from multiple connected applications or data sources into one search experience.
Multi format indexing
Indexes both structured records and document-based content such as files and web pages.
Automatic index updates
Updates indexed content automatically as source data changes.
Search Result Relevance - AI Search and Discovery Platforms (3)
Relevance-based ranking
Ranks search results based on relevance instead of simple keyword matches or date order.
Search relevance configuration
Allows administrators to modify how search results are ranked and prioritized.
Behavioral result improvement
Uses search activity and engagement patterns to improve result ordering over time.
Additional Functionality (83)
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Audio/Video Conferencing
Audio/Video Conferencing
Content Library
Centralized repository to store content and assets
Mobile Access
Access software remotely via mobile devices
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
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@mentions
An @mention is a way to tag or notify a specific person about a message/post
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Commenting/Notes
Leave comments and notes on documents for others to view
Chat/Messaging
Communicate using direct chat or messages within the system
Configurable Workflow
Configure existing workflows to meet your organization's needs
Electronic Signature
Digitally sign online documents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Planning
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Encryption
Convert data into a code for security
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Content Publishing Options
Facilitates online authoring and publishing of the content
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Data Import/Export
Import and export data to and from software applications
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Data Storage Management
Manage and store data in a database
Single Sign On
Allow users to access multiple services after entering their login credentials once
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API
Application programming interface that allows for integration with other systems/databases
Multiple Data Sources
Allows users to manage data from a number of sources
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Forecasting
Form predictions based on past and present data/trends
Metadata Management
Collect and maintain structured information that describes data or content
File Management
Create, save, and store files
Text Analysis
Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Indexing
Compile and organize data into specific metrics
Autocomplete
Autocompletion of a word or phrase that the user is typing
For eCommerce
Intended to be used by online stores
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Query Suggestions
See options for potential search queries within the system
Document Management
Store, manage, and track all electronic documents in a centralized location
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Task Management
Create, manage and track all task activities and progression
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Data Visualization
Graphical representation of data
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
For Enterprises
Designed for large businesses
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Visualization
Graphical representation of data
Real-Time Data
Receive data and information in real time
Content Library
Centralized repository to store content and assets
Press Release Builder
API
Application programming interface that allows for integration with other systems/databases
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Data Import/Export
Import and export data to and from software applications
Press Monitoring
Email Distribution
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Media Monitoring
Monitoring brand mentions, clicks, backlinks, and engagement of distributed content like blogs, press releases, or social media posts.
Auto Update
Automatic update of information / software
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