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.
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.
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.
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.
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.