Solution introduction

Research Management System

Designed to unlock the full value of your internal investment research. Our Research Management system is a digital repository (cloud software) for all investment management documents, notes, and activities (events, emails, and others) on all asset classes, enabling superior sharing, discovery, and idea generation for better investment decisions. 

Our research management system is tailored to asset managers, investment managers, wealth managers, hedge funds, alternative managers, and many more. 

Key features

  • Repository: Tagging, relating, sharing and centrally storing of all documents, notes and activities directly from Microsoft Office applications suite (Office, Word, PowerPoint, Excel, etc…)
  • Case Management: Creation and tracking of cases for your Financial and ESG investments with timelines and milestones, and linking them to research, documents, notes, and activities
  • Retrieval and digestion: Full text search and summarization
  • Navigation: Single issuer pages, aggregating all related information and data and with customizable dashboards for KPIs tracking
  • Integration: Information and data accessible via API or a custom feed for other usages.

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