CalibreRMS

CalibreRMS

Calibre Financial Technology
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About

CalibreRMS is a complete Research Management System with an intuitive and simple interface that enables you to record, share and collaborate on your data in a user-friendly, customizable and mobile format. Created to be much more than just a notes management tool, Calibre RMS seamlessly integrates all your qualitative research with your modeling and analytics. It is customizable to your investment strategy and allows immediate collaboration across teams anywhere and on any device. Calibre RMS also provides flexibility to integrate it with other modeling and analytics tools without being locked into a proprietary system and includes built-in audit trails to simplify compliance.

About

Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..).

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Fundamental equity analysts, portfolio managers, research directors and CIOs

Audience

Investors, consultants or fund managers looking for a software solution to the due diligence and monitoring of asset and fund managers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Negotiated
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Calibre Financial Technology
Founded: 1999
Australia
www.calibreft.com

Company Information

Dasseti
Founded: 2018
United States
www.dasseti.com

Alternatives

Tamale RMS

Tamale RMS

SS&C Advent

Alternatives

Fusion Invest

Fusion Invest

Finastra
PackHedge™

PackHedge™

FinLab Solutions SA

Categories

Categories

Due Diligence Supported
Family Office Supported
Wealth Management Supported

Equity Management Features

Cap Table Management Not Supported
Deal Management Not Supported
Document Storage Supported
ESOP Management Not Supported
Financial Modeling Supported
Options Management Not Supported
Participant Portal Not Supported
Portfolio Management Supported
Private Equity Not Supported
Public Equity Not Supported
Valuation Management Supported
Vesting Management Not Supported
VSOP Management Not Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Not Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Integrations

Amazon Web Services (AWS) Not Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
Microsoft Word Not Supported
Preqin Not Supported
Tableau Not Supported

Integrations

Amazon Web Services (AWS) Supported
Microsoft 365 Supported
Microsoft Azure Supported
Microsoft Excel Supported
Microsoft Outlook Supported
Microsoft Word Supported
Preqin Supported
Tableau Supported
Claim CalibreRMS and update features and information
Claim CalibreRMS and update features and information
Claim Dasseti and update features and information
Claim Dasseti and update features and information