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| Managing research has become an electronic and paper nightmare. New software not only helps untangle the mess, it can also help generate new investment ideas. |
Red Alerts RMS™ is a research management solution specifically geared to the needs of portfolio managers and analysts who manage large amounts of research from numerous sources. Red Alerts RMS™ helps you quickly and easily store all materials, and interfaces with 3rd party providers to streamline information gathering. Red Alerts RMS™ then lets you quantify and qualify all data within the system to help you analyze the efficacy and value of research sources, and share that information with your organization. Red Alerts RMS™ ensures quick and easy storage and access to all the research a firm accumulates and lets you see how valuable the information was in producing results. |
| Product highlights include: |
Research management: Save, tag, and search your research library applying our full-text search engine across research notes, annotations and attached documents and link relevant research Broker and analyst performance: Rate all research to see which research sources provide the most or least value Unlimited flexibility with custom fields to fit into a firm’s investment process. Corporate Calendar to keep track of all events and appointments related to a firm’s portfolios Corporate Relationship Management Contact and Task Management as well as Comment Tracking Rate best performers: monitor theoretical P&L based on ideas generated internally or externally Robust Reporting Capabilities Briefcase mode allows users to take research offline for creating and editing Alerting and notification of changes to investment universe, filtered to meet your needs Tight Integration with Microsoft Office, Adobe Acrobat, Trader Order Management and Accounting systems, as well as with third party data providers such as Thomson, CapitalIQ, Bloomberg, and more
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