Analysis, news, and podcasts from the Castine team, on the market it works in every day: commission management, CSA services, research payments, and trader compensation.
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Investment teams already pay for valuable sell-side and independent research, but finding the right evidence can consume hours. Castine connects authorised research to internal AI applications, helping teams search, retrieve and compare original reports faster. With consistent metadata and source visibility, firms can turn research access into a more efficient investment workflow.
For decades, premium data terminals have powered investment professionals. But as AI, cost pressures, and modern workflows reshape the industry, firms need more than market data, they need research infrastructure. Discover why Castine RMS complements premium terminals by centralizing knowledge, reducing costs, and creating an AI-ready foundation for investment management.
Investment research has never been more abundant, yet valuable insights remain fragmented across disconnected systems. Castine’s Research Management System (RMS) unifies external investment research with internal knowledge into a single intelligent platform, enabling AI-powered discovery, stronger collaboration, and better-informed investment decisions by transforming fragmented information into connected, continuously enriched investment intelligence.
Castine RMS 2.0 helps buy-side investment teams centralize and operationalize sell-side and independent research through a unified, AI-ready platform. With access to millions of searchable research documents from hundreds of providers, firms can reduce workflow fragmentation, improve research discoverability, enhance collaboration, and power next-generation AI-driven investment and research workflows.
Castine Adds 300+ Research Providers to RMS 2.0 Platform
Investment firms are drowning in data but starving for connected intelligence. Legacy RMS platforms can no longer unify fragmented research, internal knowledge, and AI workflows effectively. Castine RMS 2.0 transforms disconnected systems into a living, AI-ready Unified Source of Truth — accelerating research, improving AI reliability, uncovering hidden insights, and driving superior investment decisions.
Castine has launched AI capabilities embedded across its commission management platform for brokers and asset managers. The AI enhances broker reviews, research analysis, and invoice processing, reducing manual work and errors. Built to support, not replace, professional judgment, the tools improve productivity, transparency, and decision-making across research, payments, and evaluation workflows.
Deloitte, EY and S&P warn of relentless fee compression and rising cost pressure in 2026. Yet firms still overspend on legacy terminals while using only a fraction of features. Discover why active managers need a smarter, leaner research hub and how Castine RMS unlocks major savings and efficiency gains.
As asset management grows more complex and data-driven, Castine LLC’s next-generation Research Management System (RMS) is redefining how investment teams operate. Enhanced by the 2025 acquisition of ResearchPool, Castine RMS centralizes research, data, and collaboration into a single, intelligent platform. With powerful data integration, flexible workflows, AI-driven insights, and seamless system connectivity, Castine RMS helps firms reduce silos, strengthen compliance, and turn research into…
In today’s competitive market, automation is essential for active management firms to stay ahead. Many firms struggle with disorganized data and manual processes, diverting resources from high-impact strategies. Our Research Management Solution (RMS) offers seamless Microsoft Office integration, centralized data access, enhanced search, and AI-powered features, streamlining workflows and driving better investment outcomes.
Investment firms struggle to share valuable research due to complex access and search processes. Castine offers a solution: an easy-to-use platform for streamlined sharing, organization, and access to internal research, empowering teams to make informed investment decisions.
European Investments with Our Sell Side Research API Feb 26, 2024 — by Castine in Insights European stocks are currently enjoying a surge in interest among international investors seeking promising investment opportunities beyond the U.S. market. As the demand for insightful investment strategies grows.
New regulations require investment managers to report engagement activities at the fund level. Achieving this is complex due to data quality issues, ticker variants, and mismatches with fund holdings. Castine offers an automated solution with ticker mapping and robust aggregation, streamlining ESG engagement reporting and saving significant time and effort.
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