Audience
Fundamental equity analysts, portfolio managers, research directors and CIOs
About CalibreRMS
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.
Other Popular Alternatives & Related Software
Tamale RMS
Modern-day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas instead of searching for data. With Tamale RMS, investment managers can easily access contact, firm, fund, and relationship details with quick search capabilities for important records and documents. They can make faster, better-informed decisions with Tamale’s fast and flexible mobile experience. Achieve a disciplined, repeatable due diligence and decision-making process. Tamale RMS is a research management solution purpose-built by and for investment professionals.
Learn more
Sentieo
Fight information overload with our AI-powered research platform. Spend less time searching, and more time analyzing, with natural language processing and automation that turbocharges your research process. Our integrated research Notebook enables your team to seamlessly collaborate with each other. Generate alpha from linguistic and alternative data by finding information that others miss. Fight information overload. We process millions of data points and surface the information that you need to stay ahead of the markets. Sentieo helps you capture alpha-driving insights from news, filings, market trends, historical analyses, documents, notes, fundamentals, estimates, and more from external sources and across your team. With all of your information centralized to a single workspace, Sentieo can uncover insights that give teams an edge.
Learn more
Calibration Control
Use Calibration Control (CC) for Calibration, Maintenance, or general Asset Management. Quickly and visually track equipment that requires Calibration or Maintenance using customizable highlighted grids, auto emails, or reports. Maintain histories with audit trails relating to equipment traceability, people, companies, related documents, attachments, certificates, & more.
Automate Calibration Control with custom or default barcode labels scanned by time-saver data entry dialogs to increase speed and traceability. Use the Report Designer for custom reports or modify existing reports.
ISO, FDA, & ANSI quality systems use CC to maintain compliance and effortlessly communicate that compliance to auditors and internal customers. Although CC grew up in a Manufacturing environment, it is also used in other industries like Metrology Services, Health Care, Aviation/Aerospace, Mining, Testing, Maintenance, Designer Engineering, Oil Wells, Distribution, Packaging, and others.
Learn more
Dasseti
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..).
Learn more
Pricing
Pricing Details:
Negotiated
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Calibre Financial Technology
Founded: 1999
Australia
www.calibreft.com
Videos and Screen Captures
Calibre RMS
Other Useful Business Software
Our Free Plans just got better! | Auth0
You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Product Details
Platforms Supported
Windows
Mac
Linux
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
CalibreRMS Frequently Asked Questions
CalibreRMS Product Features
Equity Management
Document Storage
Financial Modeling
Portfolio Management
Valuation Management
Cap Table Management
Deal Management
ESOP Management
Options Management
Participant Portal
Private Equity
Public Equity
VSOP Management
Vesting Management
