Case Study: Broyhill Asset Management achieves streamlined research workflows and unified dashboards with AlphaSense

A Single Location for Research and Custom Fields in Dashboards Keep Broyhill’s Team and Investors Aligned

Broyhill Asset Management, a long‑term, research‑driven family office, struggled with fragmented research workflows—relying on a competitor document search tool and a single Bloomberg license—particularly around creating and managing research notes. To solve this, Broyhill turned to AlphaSense and its market intelligence/research platform to consolidate data, documents, and collaborative note-taking into a single place.

AlphaSense delivered an integrated solution with live market data, filings and news, collaborative notes, dashboards with custom fields and watchlists, calendar/alert tools, and Excel integration. The platform eliminated the need for a junior analyst to run routine tasks, standardized thesis sheets for every holding, centralized historical research, improved earnings coverage and weekly team communications, and kept the team and investors better aligned.

Broyhill Asset Management

Andrea Sefler

Director of Research