News & Resources

Stay connected with our latest information.

Whitepaper: Examining the Role of Research Management & Portfolio Management Systems in 2017

Regulatory expectations and financial markets continue to evolve. Ensuing from these shifting landscapes are heightened pressures on the shoulders of investment firms to deliver greater transparency, manage complex relationships, improve the overall due diligence process and utilize mass data in a more interactive and intelligent way.

In this article we’ll examine how Research Management Software (RMS) and Portfolio Management Systems (PM) work together to not only satisfy these increasing demands, but also provide firms with a competitive advantage. We’ll also answer five key questions when it comes to evaluating a combined system:

  • What are the key benefits of utilizing a Portfolio Management (PM) solution?
  • What are the key benefits of utilizing a Research Management Software (RMS)?
  • How do PM and RMS work together?
  • What are the most common motivators for adopting these solutions?
  • What are top considerations when evaluating PM and RMS solutions?

To download the whitepaper, please fill out the form below


About Author: Amanda Daly

All Comments


    Write a Comment

    Schedule a Demo Today!

    We will provide a 1 on 1 demo of our product

    Schedule a Demo