Analyst Notes

Capture all your notes in one place with a specialised note-taking solution for analysts


The Analyst Problem:

  • Effectively capturing, sharing and retrieving company meeting notes is a challenge many investment analysts face

  • Existing note-taking applications do not meet the requirements of research analysts and investment teams

Our Solution:

  • Analyst Notes is a specialised note-taking solution built from the ground up to help analysts solve their note-taking problems and improve their productivity

  • Analyst Notes are company and investment process aware, unlike generic solutions that are difficult to integrate into the larger investment research framework

  • Developed through extensive consultation with the active asset management industry and Calibre's global clients that actively manage more than $110Bn in FUM


How Analyst Notes solves the note-taking problem for investment teams

 

 

#1 Taking Notes

Analyst Notes is a fit-for-purpose note-taking tool that has been specifically developed for the needs of analysts and how they work

 

Edit Mode

 

View Mode


#2 Note-taking on the road or in the office

Accessibility and portability when you need it

 

Take Analyst Notes when and where you need to:

  • in the boardroom

  • during an analyst call

  • at a investor day or broker conference

  • on a site visit in a remote location

 

Share published notes with team members in real-time

 

Designed from the ground up with secure enterprise cloud architecture


Run from a web browser with no software installation or hosting costs

 

 

Available on desktop, tablet and phone


#3 Easy access to all your notes on the road

 

A complete history of all Analysts Notes in one place

 

Retrieve and access from anywhere

 

 

Smart note filtering to easily find the right note

 

Powerful customisation to create your own Note Templates to reflect your unique approach

 

 

Calibre RMS can help you migrate your library of meeting notes from Evernote or OneNote into Analyst Notes


Note Templates also available

Analyst Notes can be structured with Note Templates to capture research in a systematic way

 
 

More than $110Bn is Actively Managed Using Calibre RMS

The Analyst Notes module of Calibre RMS has been developed through extensive consultation with the active asset management industry and Calibre's global clients that actively manage more than $110Bn in FUM

Calibre RMS is a comprehensive suite of tools, purpose-built for institutional asset managers.


Contact us to learn more

To learn  about how Analyst Notes from Calibre can help,  please contact us via the form below or email us at sales@calibreft.com.au

 
 

Why Calibre?

At Calibre we have been helping asset managers with their research and investment processes for almost 20 years. Our expertise is used and trusted by top-tier fund managers because we are a proven solution that they have worked with over time.