Research Management Systems

VendorMatch

Evaluate 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.
  • Bipsync’s Research Management Software creates a truly integrated research environment that is proven to enhance investor productivity, boost fu…
  • Mackey Research Management Software will change the way your investment research works for you - without changing the way you work. We will revo…
  • RSRCHXchange is the award-winning marketplace and aggregator for institutional research. The RSRCHX platform enables asset management firms to r…
  • Consultants and investors dedicate significant time and resources on investment manager research, using multiple tools to source and screen mana…
  • FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs. Gi…
  • Black Mountain's Research Management solution streamlines the collection and distribution of your firm’s research and integrates it with your in…
  • Visible Alpha Inbox is a research management solution that provides institutional investors with a unified content experience across internal an…
  • Optimize the value of research to improve due diligence and decision making Thorough research and rigorous due diligence are crucial to making t…
  • CommciseBUY is a cloud-based Commission Management, Share-of-Wallet reporting and research valuation solution built to meet the needs of Investm…
  • Connect is a services based software product that provides firms with a fully white labelled solution to connect with their clients. Modules inc…
  • Our team will manage all operational tasks of your fund. From intermediating with your market counterparties to reconciling and challenging data…
  • Broker in a Box. Multi-Asset. Multi-Exchange. - First to Know. First to Hit. First to Alert - Across Multiple Asset Classes & Markets Capital Al…
  • Backstop Research Management The Backstop Research Management Solution combines qualitative, quantitative and subjective data tracking tools in…
  • Smarter Data, Connected Expand your insight with the Open:FactSet Marketplace, the destination for best-in-class data and solutions that give in…
  • Our offering covers Investor Account Management, Investor Relationship Management and Investor Reporting. Backstop's powerful investor account m…
Search results
No results
Show results & filters

EVALUATING RESEARCH MANAGEMENT SYSTEMS - RMS

  • 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
Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.