How to Evaluate RMS Vendors: A Buyers Guide to Research Management Systems

Everything you need to independently evaluate research management solutions for your fund

The need for a formalized approach to research management has never been greater.

Compliance now dictates all pre-trade research activity be recorded, monitored and transparent to regulatory bodies. Industry best-practice dictates research should be centralized, accessible and actionable across the fund.

The bar is high for technology vendors to address the multiple, sometimes conflicting, requirements of funds, regulators and the best research talent. And so it should be…

Effective Research Management plays an important role in fund success; assuring compliance and driving greater productivity and accuracy into research processes. It’s why fund managers today are realizing that an efficient, mobile and compliant research process is no longer a nice to have.

In fact, against a backdrop of increased regulation and heightened competition, consolidated research data and compliant logging are now table stakes.

Choosing the right research management approach could be your winning hand.

Funds are now re-evaluating the critical function RMS has to demonstrate operational excellence, deliver performance improvements and create competitive advantage. If that sounds familiar, and you’re looking for the lowdown on research management trends and market dynamics, we have the perfect place to start.

Independent and vendor neutral, this Buyer’s Kit charts the full landscape of RMS options to help you address key questions and plan the optimum next steps for your fund.

Use it to evaluate feature sets, create scenarios and benchmark your existing set-up. Above all, use it to understand the critical role of RMS in the success of your fund. Resources include:

  • The Ultimate Guide to Fund RMS: Everything you wanted to know about RMS, packed into this 16-page buyers guide.
  • Research Compliance Must-Haves: Your comprehensive guide to the regulations that impact research processes, data and practices.
  • RMS Demo Checklist: The key areas to cover in any RMS demo. Get the most out of your vendor demos and evaluate solutions consistently across 9 key topics.
  • Questions to Ask in an RMS Reference Call: The 15 critical questions for any client reference call, from features and functionality to pricing and configuration.

Head here to download the Complete Buyer’s Kit and get started.

Of course, if you have any questions, just get in touch!