Research Management Systems

VendorMatch Directory

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.
  • The Sentieo Financial and Corporate Research Platform brings together the previously disparate tools of financial document search, market and al…
  • Backstop Research Management The Backstop Research Management Solution combines qualitative, quantitative and subjective data tracking tools in…
  • Allvue Systems’ Research Management module streamlines the collection and distribution of your firm’s research, investment decisioning and monit…
  • 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…
  • 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…
  • Visible Alpha Inbox is a research management solution that provides institutional investors with a unified content experience across internal an…
  • Index One allows users to generate backtests on customized baskets and index strategies in a matter of seconds, with the possibility to share ba…
  • 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…
  • QuantsUnited SaaS platform 𝞪 Scananalyses investment strategies through the use of machine learning applied on market and alternative data. It a…
  • i2i Logic combines the best available corporate financial data with your company spreads to generate insight and drive the market activity of yo…
  • Financial Services firms receive millions of documents each day from customers, vendors, service providers, counterparties and others that conta…
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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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