Implementation and Support

Leading Australian and global asset managers have come to trust and leverage our specialised domain expertise before, during and post implementation.

Our support and customisation to help existing clients are highly regarded by both asset managers and our broker partners.

 

Personable, Responsive Support From Domain Experts

Support from highly experienced equity research domain specialists.

Implementation and client customisation from a team with extensive experience delivering and customising equity research solutions for some of the largest and most sophisticated asset managers in the world.

Our clients leverage our equity research domain experience for consulting and best-practice approaches, long after the initial implementation phase.

Our robust  Central Research Database  has been optimised over more than 15 years and forms the foundation of a fully customised Calibre RMS implementation.

Our robust Central Research Database has been optimised over more than 15 years and forms the foundation of a fully customised Calibre RMS implementation.

 
Customise  Analyst Notes templates  to how your team works

Customise Analyst Notes templates to how your team works

Fully Customisable To Your Team And Process

Calibre RMS was built to be highly customisable to the needs and workflows of your team.

Customisable broker estimates, note templates, analyst models, meetings and scorecards.

Multi-team configuration to suit the specific needs of each strategy.

Customisable access control for investment and compliance teams.

 
Receive custom line items from brokers using our  Broker Feeds  module

Receive custom line items from brokers using our Broker Feeds module

Flexible and Open

Calibre RMS is vendor and data provider agnostic.

Avoid being locked into proprietary, single vendor systems. Teams are free to use the data sources that is best for their needs.

We can migrate your models, broker estimates, internal team estimates and research notes stored in other vendor platforms with our API’s during implementation.

 

Constant New Features Rollout

New features are released frequently and consistently to help our existing clients to solve their research challenges.

Our 20 years of Fintech heritage and agile operating model ensures we can rapidly deliver continuously updated software to clients.

Avoid having to wait months for a new feature request to be actioned like other vendors.

Experience a level of customisation and responsiveness that is not available with other vendors.

Talk to us about how we have released new features to help our clients.

Talk to us about how we have released new features to help our clients.

 
A user interface that is unconstrained by legacy processes or workflows like other vendors

A user interface that is unconstrained by legacy processes or workflows like other vendors

Intuitive User Interface

Accelerate user adoption through easy to use interfaces across desktop, tablet and mobile devices.

Calibre RMS has been designed to make it intuitive for analysts and portfolio managers to use post deployment, without the ‘clunky’ experience that often limits the uptake of other research management solutions.

 

Fully-Managed Solution

Calibre RMS gives teams a fully managed and supported equity research solution.

Secure enterprise cloud infrastructure allows access from any device, anywhere in the world.

Calibre RMS enables teams to reduce the deployment costs and time-frames, reduce the total cost of ownership and simplify the complexity of their research infrastructure.

A single, unified repository of all your research with  Calibre RMS Cloud

A single, unified repository of all your research with Calibre RMS Cloud