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.

Romulus - Intelligent Document Processing ROMULUS
Financial Services firms receive millions of documents each day from customers, vendors, service providers, counterparties and others that conta…
Backstop Investor Relations Backstop Solutions Group
Our offering covers Investor Account Management, Investor Relationship Management and Investor Reporting. Backstop's powerful investor account m…
Backstop Portal Backstop Solutions Group
Backstop Portal Backstop Portal is a fully customizable, web-based reporting portal that helps to satisfy the increasingly heavy demands of inv…
Backstop CRM Backstop Solutions Group
Backstop CRM – Client Relationship Management software – is an awardwinning, centralized database that empowers you to continually and effective…
SmartMaintenance Clover Group
Clover SmartMaintenance is a solution, managed to drive quick cost-cutting on maintenance for asset-intensive enterprises.
Experlogix Document Generation and Automation Solution Experlogix
Deliver better documents faster! Automate the creation, delivery and storage of your important documents to streamline the way you communicate w…

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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