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Research Management Systems

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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.
  • Sentieo Sentieo
    The Sentieo Financial and Corporate Research Platform brings together the previously disparate tools of financial document search, market and al…
  • Backstop Research Management Backstop Solutions Group
    Backstop Research Management The Backstop Research Management Solution combines qualitative, quantitative and subjective data tracking tools in…
  • Research Management Allvue Systems
    Allvue Systems’ Research Management module streamlines the collection and distribution of your firm’s research, investment decisioning and monit…
  • Bipsync RMS Bipsync
    Bipsync’s Research Management Software creates a truly integrated research environment that is proven to enhance investor productivity, boost fu…
  • RMS (Research Management Software) MackeyRMS
    Mackey Research Management Software will change the way your investment research works for you - without changing the way you work. We will revo…
  • Research Management System eVestment
    Consultants and investors dedicate significant time and resources on investment manager research, using multiple tools to source and screen mana…
  • Research Management FactSet
    FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs. Gi…
  • Inbox (Research Management Solution) Visible Alpha
    Visible Alpha Inbox is a research management solution that provides institutional investors with a unified content experience across internal an…
  • Backtesting Index One
    Index One allows users to generate backtests on customized baskets and index strategies in a matter of seconds, with the possibility to share ba…
  • Tamale RMS SS&C Advent
    Optimize the value of research to improve due diligence and decision making Thorough research and rigorous due diligence are crucial to making t…
  • CommciseBUY Commcise
    CommciseBUY is a cloud-based Commission Management, Share-of-Wallet reporting and research valuation solution built to meet the needs of Investm…
  • Connect - Research Management Services worldflow
    Connect is a services based software product that provides firms with a fully white labelled solution to connect with their clients. Modules inc…
  • Countercyclical Countercyclical
    Countercyclical is the definitive investment research and valuation platform built for teams discovering hidden value in the capital markets. Cr…
  • Alkymi Alkymi
    Alkymi is the end-to-end solution for managing your investment document processing. As the first technology service to offer both machine learni…
  • AlphaScan QUANTSUNITED
    QuantsUnited SaaS platform 𝞪 Scananalyses investment strategies through the use of machine learning applied on market and alternative data. It a…
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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
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