Research Management Systems


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.
  • Backstop Research Management The Backstop Research Management Solution combines qualitative, quantitative and subjective data tracking tools in…
  • Visible Alpha Inbox is a research management solution that provides institutional investors with a unified content experience across internal an…
  • Black Mountain's Research Management solution streamlines the collection and distribution of your firm’s research and integrates it with your in…
  • FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs. Gi…
  • Commcise RP is a cloud-based Commission Management solution built to meet the needs of Independent Research Providers. It acts as a link between…
  • Bipsync’s Research Management Software creates a truly integrated research environment that is proven to enhance investor productivity, boost fu…
  • 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…
  • GAIN Quant DB helps asset management firms to accelerate the research process by automating the tedious task of data preparation. It easily aggr…
  • Flexible Research. Effortless Collaboration Synap is a fast and frictionless cloud-based research and due diligence management platform that hel…
  • Mackey Research Management Software will change the way your investment research works for you - without changing the way you work. We will revo…
  • Our offering covers Investor Account Management, Investor Relationship Management and Investor Reporting. Backstop's powerful investor account m…
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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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