AlphaSense vs. LSEG Eikon vs. uberVu (discontinued)

AlphaSense is very well suited to investing teams that need a research management system that has a robust database behind and rich content management features for note-taking. AlphaSense may not be well-suited to individual investors who want data access but don't need to be sharing notes to a wider team. The sharing features are what make AlphaSense most useful.

Incentivized

Very likely to recommend to a colleague if he deals with researching companies on a day-to-day basis since it captures real-time market data, financial information such as income statements and balance sheet items, as well as news items around strategic updates and analyst reports from top investment banks.

Incentivized

I liked uberVU a lot, and thought I was lucky to have found them (they actually responded to my tweet when I was vendor-searching, which was good to know as they were doing just what we were planning to use the software for). They are relatively small, which allows to have a great personal relationship and we felt very valued as a client. They provided great value - some of their competitors allow for more features (which explains their higher price), but there was no way to opt out of the unnecessary features to lower the price - uberVU didn't have any of that, it was just what we needed and in our price range

• Summarizing information across multiple company documents via their new Generative Grid tool.
• Aggregating the latest insights from diverse sources - broker research, expert insights, company documents, and news.
• Providing a repeatable way to query information.
• Smart keywords to help you search, e.g., car = auto = automotive.

Incentivized

• ESG ratings - allowing us to benchmark practices and reporting.
• Real time market data - allowing us to track target companies.
• Financial information - allows us to gauge companies' historical and forecasted performance.

Incentivized

• Easy to see what people are saying on social media about clients.
• Creates reports that can be limited to certain time frames.
• Able to see the reach of users so you can breakdown by influencers.

• I believe the AI agent could be improved to answer more detailed questions and provide better data.
• Access to real time financial data in a similar vein to Koyfin.
• The ability to easily search across all company decks to be able to quickly gather all relevant slides for a specific topic, similar to what Quartr offers.

Incentivized

• Not very easy to navigate - needs user to spend time.
• Should have an intelligent search option to enable targeted search.
• Should have more granular coverage in terms of financials.

Incentivized

• I honestly didn't have any issues with them. Being able to set the real-time alerts as "every 15 minutes" took some figuring out to do, and we were still in the trial mode while we did that - it wasn't particularly intuitive for other users, but once we walked them through, everything worked well.

AlphaSense is a very useful tool and is reasonably priced for our organization. While I may not be a hyper-active user, it's a great resource when I need to quickly do a competitive landscape survey, review publicly available documents (transcripts, etc.), or review Wall Street research

Incentivized

I find it a great tool in the digital strategy world to see what people are saying across social platforms. It's much more efficient that doing a search on the platform itself and provides a lot of information extremely quickly

AlphaSense has a very intuitive user interface, and I can tell they have been focused on expanding their product breadth and continuing to innovate on current products. Some basic features are missing or I can't find (I can't just sort expert calls by only the ones that are applicable to that ticker, most relevant is the one that works best, but I want just the ticker)

Incentivized

All the users found the product intuitive and easy to use.

The availability of Alphasense is great. I have used the software for multiple years and cannot remember ever having an outage issue. This is surprising actually, as I use other software applications that do not have regular outages, but still have outages periodically. Alphasense, on the other hand, never seems to have any outages. Good sign if I can't remember the software not working :).

Incentivized

A couple of times it was a little slow, but this didn't result in any negative impact for us. There was no downtime as I could recall or notice.

Loading or performing searches on AlphaSense platform is reasonably fast for most of the time. However, it is sometimes unacceptably long for me to load PDF files (earnings presentation, supplementary financial report) on AlphaSense. Certain features might also take very long time, such as loading for "similar tables" across EDGAR filings, or downloading tables from EDGAR filings

Incentivized

Customer support is very prompt. I get personalized support for search recommendations and content that I could not find in my own search. Support checks in with me on a bi-monthly basis to keep me informed of the many different feature additions, I cannot find a more kind, understanding, and supportive team.

Every time we needed help, the support was great. We had no issues, mostly needed usability walkthroughs and had questions about features.

The person was prepared, attentive, understood the nature of my questions, was willing to work through any difficulties or misunderstandings, was patient, and super pleasant to work with. Great customer service.

Incentivized

Our online training was led by a AlphaSense representative. The training is always good. The bigger issue is our time availability to remember the training and utilize it. The trainers will show us examples and then ask us for real industries or companies of interest to use so that the training is most relevant.

Incentivized

I got the training while I was evaluating and in the trial period. Then I trained the others myself

use friendly UI made the transition seamless

Incentivized

Not applicable since it is SAAS - all we needed was to sign up, which was easy

Special features of AlphaSense that made us decide on this CI platform: - US-based market and competitive intelligence platform with various premium content (broker information, expert calls, earning transcripts, original company documents etc.) - AlphaSense is a trusted CI platform by world’s leading corporations and financial institutions - AlphaSense’s proprietary AI stack has been meticulously engineered over a decade so that their AI accelerates speed-to-insight so clients can act with confidence when making critical decisions - Private and public companies, therapeutic areas and products can be monitored - Datalog is available up to 15 years, and advanced search is supported for them - Curated newsfeed is available from more than 3,500 top news publications, client requests and hand-picked vendors for premium subscription - Very advanced company profiles are available by default with newsfeed, original company documents, expert calls and reports - Newsfeed and alerts can be also set by admins and individual users

Incentivized

Refinitiv Eikon is a wholesome product that scores over the above products in terms of the coverage universe, features, and credibility of data Refinitiv Eikon is a go-to source for financial and ESG data, whose credibility is well established in the industry and scores above other competitors in this aspect.

Incentivized

Radian6 and Brandwatch were on the short list. We picked uberVU for its combination of price and features. It did not have extra features we didn't need, they were customizable and flexible enough to meet all of our needs

It has been very simple. Contract terms are standard for an online portal. Of course, I would like unit pricing to be lower so I could get more users on the license or to rotate seats to get more value out of each license. Billing frequency has been standard as well. This could be more significant for a larger customer.

Incentivized

The sharing features provides by AlphaSense mean that it can be readily scaled for teams within an organization and, subject to compliance requirements, with client organizations. The ability to share annotations of transcripts and investor releases is valuable, and facilitates collaboration between analysts.

Incentivized

Very professional and knowledgeable team. Easy to work with and communicates in a way that's helpful for users who aren't experts on the platform

Incentivized

• AlphaSense has allowed us to generate deeper competitive insights. For example, we conducted an in depth analysis of the aerial data analytics (drone) industry, and AlphSense helped us narrow in on the market leaders and their various strengths / weaknesses.
• AlphaSense has improved our team's overall efficiency. With Stream in particular, we are able to pinpoint insights in a matter of minutes through the transcript feature as opposed to having to conduct a series of calls ourselves. This is a significant time saver.
• AlphaSense has allowed us to make more informed decisions on our public holdings by providing us with unfettered access to equity research analyst reports.

Incentivized

• Negative - Tool is pricey so not everybody can afford.
• Positive - Coverage of real time market data is unmatched.
• Positive - ESG data coverage is very useful.

Incentivized

• Easier to handle crisis.
• Ability to find out statistics to quantify and qualify what you're doing for customers.