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Up to 53% offSee the plans

Sahmino

One workspace for your investment team

Share research, manage access and keep a record of your team’s work. Individual portfolios stay under their owners’ control.

Shared work

Keep shared portfolios, screens and valuations together. Each reader’s permissions still apply.

People and access

Manage invitations, roles and seats from the same team workspace.

Connect your tools

Read the API reference, then create scoped credentials from an entitled account.

Work you can trace

Review the team activity and the account’s recorded changes before acting on them.

Talk through your needs

Write to us about your team and the workflow you want to support. Your messages and our replies remain together in Contact.

Contact us