Research Management Systems


Research management systems and solutions listed in our vendor directory. Use our guide to evaluate portfolio investment research management software. Evaluate and compare functional capabilities of various RMS supporting buyside and sellside analyst workflows and the needs of research analysts.
  • RedQuarry is an integrated research management suite that seamlessly retains your notes, ranking assessments, and documents. Principals can appre…
  • Commcise RP is a cloud-based Commission Management solution built to meet the needs of Independent Research Providers. It acts as a link between…
  • Complete RMS Solution Backstop offers a complete research management solution, combining qualitative, quantitative and subjective data tracking t…
  • Bipsync’s Research Management Software creates a truly integrated research environment that is proven to enhance investor productivity, boost fun…
  • The EFA Platform simplifies the entire research process. The platform captures, validates and uploads analyst models to a database, making them c…
  • A centralized financial database allows for streamlined and disciplined data management. Our product gives business the ability to update the dat…
  • Built Exclusively for the Institutional Capital Markets, Street Contxt brings clarity to the exchange of content and makes targeted connections b…
  • Black Mountain's Research Management solution streamlines the collection and distribution of your firm’s research and integrates it with your inv…
  • GAIN Quant DB helps asset management firms to accelerate the research process by automating the tedious task of data preparation. It easily aggre…
  • Make better decisions in less time Knowledge derived from research is your firm’s edge. Advent’s Tamale RMS® lets you organize an escalating volu…
  • Connect is a services based software product that provides firms with a fully white labelled solution to connect with their clients. Modules incl…
  • We help advisors and investment managers make better decisions in a world where we're seeing increased scrutiny around fees, risk, and an emphsis…
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  • Workflow Publishing worflow
  • Workflow Authoring workflow
  • Workflow Customisable research workflow
  • Workflow Research compliance & signoff
  • Workflow Task and email alerts
  • Integration Integrates research data
  • Integration Integrates email data
  • Integration Integrates contact data
  • Integration Integrates models data
  • Integration Integration with portfolio inventory systems / data
  • Integration Integrates market data
  • Functionality Research publication
  • Functionality Template Library
  • Functionality Distribution management
  • Functionality Makes calculations based on models
  • Functionality Forecast Vs Performance comparisons
  • Functionality Multi-format rendering
  • Functionality Brand libraries
  • Workflow Commission Management
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