RMS
Research Management System for externally sourced research, referential data, and internal research
For asset managers
One place for external research and your own notes, linked to the issuers and instruments they concern.
Analysts keep research in several places at once: sell-side PDFs, filings, transcripts, their own notes, emails and models. RMS holds them in one repository and links each item to the issuers, instruments and hierarchies it concerns.
The difference that makes is at the point of asking. A question about a holding returns everything the firm knows about it, rather than whatever the person searching remembers to look for.
What it does
- Capture where the work happens
- Add-ins for Word, Excel, PowerPoint, Outlook and your calendar, so research is tagged as it is written rather than filed afterwards.
- Search across everything at once
- Full-text search, screening and filters over internal and external material in the same query.
- Summarize long documents
- Generative AI condenses documents, notes and third-party research into a short read, with the source a click away.
- Track the pipeline
- Idea generation, coverage initiation and ESG engagement, each linked to the issuers and documents behind it.
- Keep your own data model
- Existing objects, attributes, relationships and taxonomies are mirrored rather than re-mapped, so nothing has to be rebuilt to adopt it.
- Control who sees what
- Permissions per user and per team, applied per record.
- Bring in outside data
- APIs and SFTP for any external source, so a subscription you already pay for does not have to be imported by hand.
- 3,000,000
- corporates, funds and legal entities
- 6,000,000
- instruments
- 600,000
- hierarchies
- 70,000+
- instruments with real-time pricing
- 45,000,000
- data points