CalibreRMS

CalibreRMS

Calibre Financial Technology
FactSet

FactSet

FactSet Research Systems
4.0 out of 5 stars
CalibreRMS FactSet

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CalibreRMS:

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.
FactSet:

About

We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity.
CalibreRMS:

Platforms Supported

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

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
CalibreRMS:

Audience

Fundamental equity analysts, portfolio managers, research directors and CIOs
FactSet:

Audience

Investment professionals
CalibreRMS:

Support

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

Support

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

API

Offers API Not Supported
FactSet:

API

Offers API Not Supported
CalibreRMS:

Screenshots and Videos

FactSet:

Screenshots and Videos

CalibreRMS:

Pricing

Negotiated
Free Version Not Supported
Free Trial Supported
FactSet:

Pricing

Contact FactSet Research Systems for pricing
Free Version Not Supported
Free Trial Not Supported
CalibreRMS:

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
FactSet:

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
FactSet:

Pros & Cons from Real Users

Pros

  • Comprehensive research platform for public and private markets data and research, similar to Capital IQ and the Bloomberg terminal, with capabilities and functionality.

Cons

  • Not a lot of disadvantages with FactSet, like most platforms with financial data, can be fairly pricey. Not a better platform than Capital IQ, which is the direct competitor for FactSet.
CalibreRMS:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
FactSet:

Training

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

Company Information

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

Company Information

FactSet Research Systems
United States
www.factset.com
CalibreRMS:

Alternatives

eProtocol

eProtocol

Key Solutions
FactSet:

Alternatives

CalibreRMS:
Tamale RMS

Tamale RMS

SS&C Advent
FactSet:
CalibreRMS:
Dynamo Software

Dynamo Software

4.3 out of 5 stars
FactSet:
Eikon

Eikon

LSEG Data & Analytics
CalibreRMS:
FactSet:
CalibreRMS:
FactSet:
CalibreRMS:

Categories

FactSet:

Categories

CalibreRMS:

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
FactSet:

Investment Management Features

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

Integrations

ANALEC Resonate Not Supported
AWS Data Exchange Not Supported
Claude for Financial Services Not Supported
DataParser Not Supported
Dynamo Software Not Supported
Endex Not Supported
Fintech Sandbox Not Supported
Intapp DealCloud Not Supported
Macrobond Not Supported
Microsoft Power Query Not Supported
Mosaic Not Supported
Orbit Not Supported
FactSet:

Integrations

ANALEC Resonate Supported
AWS Data Exchange Supported
Claude for Financial Services Supported
DataParser Supported
Dynamo Software Supported
Endex Supported
Fintech Sandbox Supported
Intapp DealCloud Supported
Macrobond Supported
Microsoft Power Query Supported
Mosaic Supported
Orbit Supported
CalibreRMS:
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FactSet:
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Claim FactSet and update features and information