CalibreRMS

CalibreRMS

Calibre Financial Technology
WebVision

WebVision

Imagineer Technology Group
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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

WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.

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

Companies searching for a solution to manage their assets and website content

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not 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 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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Imagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting

Alternatives

eProtocol

eProtocol

Key Solutions

Alternatives

Tamale RMS

Tamale RMS

SS&C Advent
KoreInside

KoreInside

Kore Inc

Categories

Categories

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

Equity Management Features

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

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Not Supported
E-forms Not Supported
Full Text Search Not Supported
Image Editor Not Supported
SEO Management Supported
Text Editor Supported
Version Control Supported
Video Content Supported
Website Management Supported

Financial Services Features

Analytics Supported
Branch Optimization Not Supported
Channel Management Not Supported
Compliance Management Supported
Customer Engagement Supported
Performance Management Not Supported
Risk Management Not Supported

Virtual Data Room Features

Anonymity Management Not Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Supported
Secure Preview Supported

Integrations

No info available.

Integrations

No info available.
Claim CalibreRMS and update features and information
Claim CalibreRMS and update features and information
Claim WebVision and update features and information
Claim WebVision and update features and information