The future of equity Research Management System (RMS) is here, don't be left behind

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Company and Thematic Research
A structured note-taking tool that ensures consistency across your investment process
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  • Painlessly write your company and thematic research notes.

  • Track your company interactions and meetings.

  • Use Scorecards to capture your subjective assessments.

  • Powerful personalisation to reflect your unique approach and investment process.

Track all companies within your investment universe from an ESG perspective
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  • Access an overview of all your ESG notes, scorecards and meetings on one screen in ESG Workbench.

  • View qualitative and quantitative ESG research from each company anywhere and on any device with CalibreRMS scorecards.

  • Connect ESG scores into company models or your investment process to link insights to investment decisions.

  • Demonstrate your ESG protocols and processes to external stakeholders and regulatory bodies.

Modelling and Valuations
Track your company model changes and their impact
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  • Automate your modelling and valuation. Find better opportunities.

  • Automate and integrate custom broker estimates and assumptions into your decisions.

  • A better way to generate investment ideas.

  • Integrate proprietary quantitative processes into fundamental research.

  • Use any data sources, avoid being locked into proprietary systems.

Portfolio Insights
A complete overview of all your team research relating to companies you currently hold in your portfolio
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  • Have on hand the underlying research on each company in your portfolio.

  • Easily drill through to detailed qualitative and quantitative research on any company in your portfolio.

  • Quickly view key changes made to the portfolio and the associated reasoning.

Team Collaboration
Work together on equity research from anywhere.
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  • Capitalise on opportunities anywhere.

  • Smarter notifications. Stay informed with insights that matter to you.

  • Know what your team are thinking. Keep them updated.

  • Update your valuations on the road. Always work on the most recent model.

  • Bring research out of silos. Make better investment decisions.

  • Centralise your team research and activities.

Want to continue the conversation?

Contact us to discuss how we can help


For more than 20 years we've been working with equity fund managers and together we've created a system that is user-friendly and intuitive.


CalibreRMS doesn't force your data into pre-determined fields but allows you to save your equity research in a way best suited to your team and processes.


With ISO27001 certification, we're committed to ensuring your research is secure while still allowing you to access it on the go.