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pelhamsmithers.associates
Internal Platform

Call Prep

AI-powered talking points and latest intelligence for client calls
AI Briefing — Key Talking Points
Morning Call RecapLast 7 days
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Upcoming EarningsNext 14 days
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Recent ResearchLast 7 days
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Market Context
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Recent Corporate EventsLast 14 days
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Total Firms
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Core
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Prospect
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With Contacts

New Institution

Type Location

Contacts
Sector Coverage
Region Focus
NameEmailSectorsDeskLocation

Edit Institution

Import Contacts

Paste data with a header row. Columns separated by tabs or multiple spaces. Only Name or Email required — other columns (Title, Phone, Entity, Location, Team) are optional. Duplicates (by email) will be skipped.

Bulk Import Contacts

Or paste data with a header row. Must include an Institution (or Company/Firm) column + Name or Email. Optional: Title, Phone, Entity, Location, Team.

Import Coverage Sheet

Upload an Excel coverage sheet (e.g. from Millennium). Map columns to fields, preview, then import. Existing contacts are updated (sectors merged), new contacts are created.

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Total
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This Month
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Firms This Month
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Top Type

Log Interaction

Analysts
Participants (from contacts)
Select an institution first
External Participants (one per line)
Description Analysts Participants

Import Report List

Load reports from database or upload the PSA masterlist Excel.

or

Monthly Export

Generate upload files for all configured institutions. Downloads as ZIP.

Edit Interaction

Analysts
Participants (one per line)
1 Upload
2 Month
3 Reports
4 Interactions
5 Generate

Upload Report List

📄
Drop Excel file here
or browse (.xlsx only)
OR LOAD FROM DATABASE
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Total Reports
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This Month
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Dailies
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Company Reports
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Date Type # Title Author(s) Tickers Pgs

Institutional Holdings

SEC N-PORT Holder Intelligence
Data Source: SEC N-PORT

Event Monitor

TDnet + EDINET disclosures for PSA coverage stocks
Today
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Events for this date
Earnings
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Kessan tanshin
Corp. Actions
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Non-earnings disclosures
High Materiality
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Significant disclosures
Season Progress
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Events

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TimeMat.Event StockAnalystDetail Key FigureYoY Signal

Upcoming Earnings

Yahoo Finance
--This Week
--Next 2 Wks
--Focus List
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Morning Call

Daily team meeting transcripts with AI-extracted insights
Total Calls
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This Month
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Companies Discussed
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Action Items
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Date Type Speakers Companies Summary Themes

Upload Morning Call Transcript

AI will automatically extract companies, themes, speakers, and action items

Distribution Lists

Research mailing lists — upload from Outlook or paste contacts
Year-over-Year Monthly Trend
Revenue by Year
Revenue by Salesperson
Quarterly Trend
Top Clients
Year Breakdown
YearInvoicesTotal GBP PaidUnpaid
Invoice #DateClientService GBP NetVAT CCYSPStatusActions
Year-over-Year Monthly Trend
Revenue by Salesperson
Year-over-Year
Top Clients
Client Breakdown
ClientSalespersonTotal GBPVAT JanFebMar AprMayJun JulAugSep OctNovDec
Top Clients
Year-over-Year
Client YoY Comparison
Monthly Comparison
All Clients
ClientTierSalespersonInvoices Total GBPAvg Invoice ContactsFirstLast
Monthly Income vs Expense
Expense by Category (click to drill down)
Year-over-Year Net P&L
Cumulative Net
Monthly Income
Income
DateDescriptionAmountSageSource
Monthly Expenditure
Expenditure
DateDescriptionAmountSageCategoryPaymentPaid
Import Status
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Add Manual Transaction
Staff Allocation
Bank Balance Over Time
Weekly Snapshots
DateGBP MainGBP DepositUSD (GBP)Total in BankInvoiced OutTotalNet After Loans
What If
Income by Category
Budget vs Actual by Month
Client Projections
Client CategorySPJanFebMarAprMayJunJulAugSepOctNovDecBudget Actual YTD

Company Fundamentals

Search for a stock above to view financial data, valuation ratios, dividends, and analyst consensus.

Japan Macro Dashboard

Key economic indicators from FRED (Federal Reserve Economic Data)
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NameInitialsEmailRole StatusActions