COMPANY & THEMATIC RESEARCH
Customisable and mobile software to manage your team’s research in one place
COMPANY WORKBENCH
See opportunities where others can’t
-
Gain a unified view of all your internal and external research on a company in one place.
-
Compare cross-sectional insights from your customised analytics for clearer investment decision-making.
-
Accessible anywhere, from any device.
COMPANY & THEMATIC NOTES
Easily author your research notes for better investment decisions
-
View, capture and update research notes anywhere from any device.
-
Collaborate with your team in real time to make better investment decisions.
-
Ensure consistency within your research processes using note templates to enforce structure and methodology.
MEETINGS & INTERACTIONS
Document company interactions and share insights across the team in real time
-
Identify and document information from one-on-one company meetings anywhere.
-
Compile meeting insights, intellectual property, decisions and supporting evidence in one place and share with your team.
-
Easily attach research and evidence to a meeting.
-
Justify decisions with fully integrated audit trails.
SCORECARDS
Structure your knowledge
-
Organise your research and thought process to quickly identify investment opportunities.
-
Create bespoke templates that reflect your investment ideology to systematise your decision-making and qualitative research.
-
Respond to new information immediately - view, capture and update scorecards from any device without opening Excel.
-
Access your strategy, research, analytics and intellectual property on any device, anywhere.
AUDIT TRAILS & COMPLIANCE DASHBOARD
Justify your decisions
-
Peace of mind with fully integrated audit trails across your entire investment process.
-
Prove your research process to external stakeholders.
-
Drive continuous improvement by monitoring the efficacy and rigour of your research.
THE QUALITY OF CALIBRE
20+ years experience in equity research management systems
ISO27001 certified to ensure the security of your data
Development team committed to innovating and providing solutions
Dedicated relationship and implementation managers
Boutique, nimble company adapting to clients' needs