Research Management Software
RedQuarry is an integrated research management suite that seamlessly retains your notes, ranking assessments, and documents. Principals can appreciate the increase in the retention of their firm's intellectual property while client facing professionals can appreciate the ease with which they can access client ready materials.
RedQuarry is not a CRM with a research veneer, it's built from the ground up, for powerful research, seamless data integration and analysis solutions.
DOCUMENTS & NOTES
- The foundation for great research is an intuitively organized collection of your documents and notes.
- RedQuarry keeps all of your research in one place. Whether you are looking for the most recent version of a document or the latest notes on a manager, your team can easily find what they need.
- Document Versioning
- Instant Document Preview
- Drag-and-Drop file uploads
- Quickly attach documents to notes
- Link notes to people and strategies
PROCESS & OPINIONS
- Instantly see your firm’s Approved Manager list
- Manage your research pipeline
- Customized asset classes and factors
- Track your firm’s opinions over time
- Maintain your reasonable basis for recommendation
MANAGEMENT & INSIGHTS
- Easily see all firm wide activity at a glance
- Status and Rank changes are always highlighted
- All recent notes are aggregated into a single feed
- Find data by keywords with a dedicated search engine
MONITORING & REPORTING
- Create monitoring rules to ensure you are in compliance with your internal policies and procedures
- Customized reporting templates to match your branding and compliance guidelines
- Always up to date disclosures across all reporting