Platform Components
From foundation RMS productivity features and regulatory must-haves through to advanced workflow management and third party data integrations, scale and configure research management to suit the needs of your fund:

Core RMS
Modern Research Management Software (RMS) analysts love to use. Centralize, organize and collaborate on your research assets – models, notes, files, contacts – from a single system of record that’s connected, compliant and always accessible.

• A centralized research database
• Intuitive notetaking, organization and automation
• Team collaboration
• Plugin suite and Mobile apps with anywhere access
• 'Out of the box’ compliant record keeping and data security

Process Management
Fund managers and analysts get one-click access to all past and present content and context related to a position, company or idea at their fingertips.

Define, progress and track stages and output along your research process with tightly integrated and highly configurable pipelines, real-time reporting, automation rules, custom dashboards and more.

Integrate your research with external data sources, sync portfolio positions and aggregate all the data your fund needs to manage the portfolio and optimize research processes in one place.

• Idea pipelines and portfolio position sync
• Custom dashboards and configurable grid views
• Research Automation Rules
• Task Management and Events
• Analytics, real-time queries and custom reports

Compliance Management
Purpose-built compliance app for unmatched accessibility, management, control and analysis of fund-wide research activity, making it quick and easy to review and export research and reports.

• Dedicated read-only compliance app
• Time accurate version history access
• RMS audit trail queries and reports
• Discovery request archive exports
• User and portfolio activity reports