Create, view and analyse internal and third party research in one place

Your team puts so much time and energy into creating company research notes, evaluations and modelling. But can everyone easily access it all to make investment decisions quickly and efficiently? With CalibreRMS, you can create and view all of your team’s company research in one place.

Company and Thematic Dashboards

View all of your team’s company research in one place, without having to hunt through models, shared drives or past emails.

Notes and Scorecards

Capture your research and analysis in notes and scorecards, configured for your unique research process.

Models and Valuation

Streamline your modelling and incorporate your valuations into your research and portfolio views.

History and audit trails

Retain your team’s research over time, to create powerful time series views and ensure knowledge is passed on