Advanced Tools for Decision-Making Outperformance

Essentia Note

Capture and leverage your unique process with our next-generation investment journal

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Essentia Insight

Supercharge your investment process with Insight’s powerful behavioral analytics and actionable data

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Consulting & Coaching

Bespoke analysis, workshops and programs to win investment team hearts and minds

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Our software helps professional investors to develop skill, maintain trading discipline and achieve better performance.

Build your feedback loop

Essentia’s institutional-grade technology connects the dots between your pre-trade investment process, trading decisions, and their P&L outcomes. It’s a data-driven feedback loop designed to power your outperformance.

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“By being able to understand my investment behavior and skills with concrete data – not hunch or intuition – I’m in a much better position to allocate my time to where there are greater performance opportunities.”

Julian Sinclair, CIO, Talisman Global Asset Management

Case Study

Award-Winning Investment Analytics

Essentia’s software is designed by investment professionals working in collaboration with a team of world-class technologists and behavioral scientists.

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We prioritize your data’s security in everything we do

Using Amazon’s AWS cloud infrastructure, we structure our clients’ data within a high security, purpose-built architecture that has passed the industry’s most rigorous information security audits. It’s one more reason why some of the world’s largest fund management firms trust Essentia with their most sensitive information.