Buyers Guide

Everything you need to evaluate investment research management solutions

An efficient, mobile and compliant research management  process is no longer a nice to have. But one size doesn’t always fit all. We’ve assembled Buyers Guides for 6 different fund types to help investment professionals learn how different strategies can effectively utilize a modern RMS system. These guides will give you everything you need to know about Research Management Systems, and how to confidently create a checklist for evaluating potential vendors. 

Find the Guide That's Right For You

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Asset Managers
Sovereign Wealth Funds
Hedge Funds

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Click the link below to download the original full Buyer’s Guide, which gives a more macro level analysis of the vendor landscape.