Sentieo For iPhone

Stability and performance improvements


We're always making changes and improvements to Sentieo. To make sure you don't miss a thing, just keep your Automatic Updates turned on.

Stability and performance improvements

We're always making changes and improvements to Sentieo. To make sure you don't miss a thing, just keep your Automatic Updates turned on.

We're always making changes and improvements to Sentieo. To make sure you don't miss a thing, just keep your updates turned ON. :)

Stability and performance improvement
We're always making changes and improvements to Sentieo. To make sure you don't miss a thing, just keep your Updates turned on.

Additions:
Transcript Audio Player : Now you could to listen to transcripts while on the move. Just open the document and hit play.
Audio player will also have background playing enabled.

Enhancements
- Price Monitor : Number formatting issues fixed
- Cases where markets were taking more time to load improved.

Performance enhancements and crash fixes
- Case where 2FA copy paste wasn't working - fixed now
- Stability fixes around widget and announcement popups
- Memory management improved

Bug Fixes

Some Minor bug fixes and improvements

With this new update we are introducing @mentions when adding a comment over a highlight inside document . Users will be allowed to streamline their conversation by calling attention of a specific user to a conversation.
Users would get the option to type in @name of user or @group_name while commenting on a note or a highlight, which will now add the user to the conversation. This will also generate both mobile and email alerts letting them know you have mentioned them.

New Features :-

Pre/Post-Market Briefing
In our brand new Pre/Post-market briefing, this feature allows our users to customize what type of data would appear in each briefing (i.e. social news, documents, keyword searches, watchlist updates, and market information) before the start of the market and after the close.
Some key features would be the inclusion of Upcoming Earnings that includes estimates data from the previous quarter, Today’s Briefing that includes social updates, document updates, as well as a keyword digest that would present any new hits from the day
Additionally, there are EOD updates around watchlist and markets as well.


iOS widgets
Our iOS widgets would allow users to quickly engage with our mobile apps, in the form of watchlist widgets, upcoming earnings, markets, and quick access
The widgets would serve as another way for their user-generated information to be pushed to them, so that Sentieo stays at the top of their minds, such as any upcoming earnings.
View market/watchlist price updates from your Home Page
Quickly access various parts of the platform through our Quick Access widget

Scatterplot Graph
We’ve bolstered our Comparable Analysis tool within the iPhone by allowing Scatterplot functionality to any set of comparables.
Simply add your tickers/watchlists and load a financial metric view to create a visualization of how those companies rank against each other in our scatterplot. This tool is extremely helpful when comparing one or more companies!

Tappable/Linked Tickers
Included in this July release, we’re including the ability for all tickers at any page in the iPhone app to be clickable. By doing so, it will navigate the user to the ticker’s Overview page, so that they can continue to do research on it
For instance, one of the example workflows that they had was viewing the upcoming earnings section, viewing the event details, and then tapping on the ticker link to be able to view the company overview page to get caught up on relevant news, documents, and quick financials

Various other bugs slashed!

Price Monitor :
Now all of our mobile apps have Price Monitor functionality! Similar to the iPad app, all views are synced over from the web app. Tap on the equalizer icon on the top right to zoom in/out. Landscape/full-screen view is also available, so users have the ability to view as much data they'd like.

Comparable Analysis : Includes
1. Watchlist support
2. Ability to add/remove tickers to the Comp grid
3. Collapsing/expanding the comparable statistics
4. Landscape/full-screen mode
5. Toggle on the settings page to have Peers included by default

Improvements

Financials :
1. Ability to toggle data between QoQ/YoY now available
2. Ability to zoom in/out now available
3. Landscape mode now available (Price Monitor, Comparable Analysis, Financials)
4. Short Interest data now included on Overview Page
5. OverView -> Ability to refresh

Document Search :
1. User can now "edit" a note from the Document Search doc viewer. Tapping on the edit button will direct the user to iPhone Notebook
2. Directly exposing Doc Type filters on Document Search
3. Recent Searches/Opened Documents for quick view on search page

Notification Center:
Research reports now available as a notification tab in the Notification Center
Home Page Configuration and Global Settings :
1. Upcoming Earnings and News Stream now displaying documents and data based on your starred watchlists only
2. Toggle available on Settings page where you can expand to include all watchlist tickers (original configuration)

Bug fixes:
1. Document not loading correctly after a user taps on a keyword alert from notification center fixed
2. Unrelated content populating Home Page fixed
3. Alerts appearing on mobile that aren't a part of any of a users' watchlists now fixed.

*Fixes

We've launched a completely revamped Sentieo for iPhone application! The team here at Sentieo is consistently adding updates to improve the user experience.

In order to provide the best-in-class mobile experience, this new version of Sentieo for iPhone app will have a refreshed UI that will allow users to supercharge their research workflow without skipping a beat. Users can easily stay in the know with any relevant news, documents, or price movements that occur in the markets on a daily basis.

We've also upgraded the app to include a multitude of new features, such as our brand new Home Page, Watchlist Manager, World Equities Indicies, and Company/Watchlist Overview.

We've launched a completely revamped Sentieo for iPhone application! The team here at Sentieo is consistently adding updates to improve the user experience.

In order to provide the best-in-class mobile experience, this new version of Sentieo for iPhone app will have a refreshed UI that will allow users to supercharge their research workflow without skipping a beat. Users can easily stay in the know with any relevant news, documents, or price movements that occur in the markets on a daily basis.

We've also upgraded the app to include a multitude of new features, such as our brand new Home Page, Watchlist Manager, World Equities Indicies, and Company/Watchlist Overview.

We've launched a completely revamped Sentieo for iPhone application! The team here at Sentieo is consistently adding updates to improve the user experience.

In order to provide the best-in-class mobile experience, this new version of Sentieo for iPhone app will have a refreshed UI that will allow users to supercharge their research workflow without skipping a beat. Users can easily stay in the know with any relevant news, documents, or price movements that occur in the markets on a daily basis.

We've also upgraded the app to include a multitude of new features, such as our brand new Home Page, Watchlist Manager, World Equities Indicies, and Company/Watchlist Overview.

Doc Search
* Change in user interface for allowing users to seamlessly navigate between snippets without having to leave the document


Bug Fixes & enhancement

*There have been instances where a push notification will be sent out to Mobile users and when they tap on the notification, it takes them to the Sentieo app instead of the relevant document.

* IN: commands for Document search filters enhanced both in terms of user experience and performance

* Now outdated transcripts refresh its self on re-opening

*Share extension for other apps issue fix.

What's new

Doc Search
 * Change in user interface for allowing users to seamlessly navigate between snippets without having to leave the document


Bug Fixes & enhancement

*There have been instances where a push notification will be sent out to Mobile users and when they tap on the notification, it takes them to the Sentieo app instead of the relevant document.

* IN: commands for Document search filters enhanced both in terms of user experience and performance

* Now outdated transcripts refresh its self on re-opening

Watchlist Search ( Document Search) : You can now search through watchlists on our Mobile apps ) in Document Search

New Document Sources via filters: We’ve improved our process for making new document sources accessible in our Mobile apps so you’ll start to see minimal wait time when new document sources are added to the Sentieo platform

Improvement to All stocks intraday's
Accessibility to your Internal research and collaboration.
More bugs slashed.

Addition to internal Research.
Some major bug fixes

1. Universal Links: any links opened from email alerts will drop you into the correct part of the mobile app from now on. This will primarily impact filing and saved search alerts. Previously, users would be prompted to open before being able to access the intended document.


2. Addition of more Documents types


3. Private Company Data: You can now search for Private Company data on the Sentieo mobile app! Users will now have the ability to search for private company news and press releases using Document Search

Bug fixes

1. Universal Links: any links opened from email alerts will drop you into the correct part of the mobile app from now on. This will primarily impact filing and saved search alerts. Previously, users would be prompted to open before being able to access the intended document.

2. Addition of more Documents types

3. Private Company Data: You can now search for Private Company data on the Sentieo mobile app! Users will now have the ability to search for private company news and press releases using Document Search

DocSearch Feature Additions - “IN:” Commands
Summary : Now User has the ability to search faster with new filters.

“IN:” Commands can be accessed through a new interface. Tap the IN: launch button to the right of the Doc Search Query search box for both iPhone and iPad. When initiated and a ticker is selected, a menu of IN: commands open for selection.
Alternatively, users can manually type “IN:” and continue to type any of the commands if they prefer, instead of the new visual selection interface.
Certain “IN:” commands have nested menus. For example, IN: RR will open an additional menu to select all or to select individual brokers.
“IN: Note” : Search addition for Single Tenant Clients instead of a new tab.


DocSearch Feature Additions - Query Autocomplete
Mobile DocSearch now supports Query Autocomplete, just like the Web App. As queries are typed, a menu of suggested queries will open under the field and are directly tappable.

DocSearch Feature Additions - Smart Summary
Smart Summary, a new feature that launched for the Web App this past quarter, is now available on Mobile. To access, navigate to any transcripts (this can be done by using the IN:TR command and a new Smart Summary button will be available at the top of the screen.
Private Entity
We added Private entity data to our Document Search and Notebook products.

1. LexisNexis: We have added to our mobile apps the support for LexisNexis. It is now possible to define the desired sources in the filter menu of Document Search.

2. After Market Research Integration: In line with Sentieo Web, we now offer to consumer After Market Research in our mobile apps; DocSearch will return hits from reports and show then as usual in snippets, and you will be offered to access the full report if your firm holds an AMR account with us.

3. Watchlist on iPhone : It is now possible to add a ticker to an existing or new watchlist directly from our iPhone app.

4. Export to PDF with highlights is now available in the sharing menu

Improvements:

1. Major document readability improvements: Several filings carry natively unconventional components that do not follow the recommended formatting rules and oversteps standard margins, resulting in an impaired experience on smaller screens in particular such as mobile devices; we have brought several elegant optimization solutions and mitigated several of these issues.

2. Fixed access to sustainability disclosure documents

3. On iPhone, Fixed bug app where the Alert notification badge was not reset when the application was logged out.

1. Doc search : It is now possible to sort the Doc search results by Relevance, number of Hits or by Date.
2. Now you have the ability to export pdf documents to other apps.
3. DocSearch now has the ability to toggle between the editable view of a document and the original in PDF format.
4. Improvements in financial data metrics w.r.t formatting
5. Calendar improvements
6. Various stability and performance enhancement.

Release notes:
1. Added Earning calendar to view the earning date as well as the related news/podcast website
2. Changed the Document Sync Architecture to singleton framework alongside slashing bugs
3. Proper handling for image highlights in our document viewer.
4. Enhancement in the UI for Comparable search.
5. Various stability and performance enhancement.