CalibreRMSCalibre Financial Technology
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worldflow Connectworldflow
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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
Getting your research read, valued, and paid for is a key part of the research business. The connect solutions from world flow are a modular and flexible set of services designed to solve those issues. Having your research easily accessible and discoverable for clients is key. Utilizing a combination of one or more of a research portal, native apps, email with tracking and link-backs, push to aggregators, and consolidated readership all backed by flexible authoring, whether connect compose or another industry solution, are what we solve for. Generate a variety of research, market color, commentary, and news with template-driven authoring and composing tools. Centrally manage your balance sheets, macro numbers, and company fundamentals all by sector, country, or individual coverage. Keep clients up to date with your latest news and product release information with email distribution tools.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Fundamental equity analysts, portfolio managers, research directors and CIOs
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Audience
Anyone looking for a Research Management platform to manage the production and distribution of investment research
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Negotiated
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCalibre Financial Technology
Founded: 1999
Australia
www.calibreft.com
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Company Informationworldflow
www.worldflow.net/connect/
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Categories |
Categories |
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Equity Management Features
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management
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Integrations
No info available.
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Integrations
No info available.
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