CalibreRMSCalibre Financial Technology
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Related Products
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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.
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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..).
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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Audience
Fundamental equity analysts, portfolio managers, research directors and CIOs
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Audience
Investors, consultants or fund managers looking for a software solution to the due diligence and monitoring of asset and fund managers
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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PricingNegotiated
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCalibre Financial Technology
Founded: 1999
Australia
www.calibreft.com
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Company InformationDasseti
Founded: 2018
United States
www.dasseti.com
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Categories |
Categories |
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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
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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
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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
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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
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