ResearchPool

Building a Super App for Capital Markets
  • Unlocks unforeseen operational efficiency and deliver better financial and sustainable investments.
  • Helps to outperform with enhanced productivity, superior connectivity, lower costs and unique insights.
What is ResearchPool?

An all-in-one workflow solution powering content and data hubs for capital markets that:

  • Delivers solutions, embedding unparallel automation, customisation and integration at scale,
  • Leverages and expands on technology backbones like Microsoft, enabling higher productivity, lower costs and leaner operating models.
  • Aggregates large sets of structured and unstructured data covering global issuers for financial and sustainable (ESG) investment.  
All-in-One Solution
Research Management System

RMS

Research Management System

Content Management System

CMS

Content Management System

COMING SOON

DMS-large

DMS

Data Management System

Customer Relationship Management

CRM

Customer Relationship Management

COMING SOON

Research Management System-RMS
Research Management System

RMS

Research Management System

Designed to unlock the full value of your internal research. Our Research Management solution is a digital repository (cloud software) for all investment management documents, notes, and activities (events, emails, and other) on all asset classes. This enables a seamless sharing, discovery, and idea generation for better investment decisions.

KEY FEATURES

  • Ability to tag, relate, share and centrally store of all documents, notes and activities directly from Microsoft Office applications suite (Office, Word, PowerPoint, Excel, etc…).
  • Creation of cases for your financial and ESG investments with timelines and milestones, and seamless linking them to documents, notes and activities.
  • User friendly web interface to source information and data, track activities and monitoring progress.
Content Management System

CMS

Content Management System

KEY FEATURES

Designed to power discovery and digestion of financial and sustainable content (broker research, press releases, filings, presentations, etc…). Our solution enables to easily make sense of the content and drive better investment decisions. This solution has replaced Markit Hub, also known as Bond Hub, in 2021, offering former Markit Hub users superior user experience, advanced features and larger content access.

  • 300+ sources including some of the leading banks, brokers and independent providers, such as UBS, Barclays, BNP Exane, Kepler Chevreux, Gavekal and more.
  • Interests and email notifications based on asset class, providers, analysts, regions, keywords, etc… preferences,
  • Smart search, advanced filtering and generative AI summarization.
Content Management System
Questions? Let's discuss!
DMS-data management system
Data Management System

DMS

Data Management System

Designed to empower organizations to automate and streamline data acquisition and management, while helping users to make better sense of the available data for enhanced investment decisions. Powered by Microsoft Azure Data Services, our solution facilitates the aggregation, storage, organization, and maintenance of both structured and unstructured data, offering a scalable, reliable, efficient, and secure workflow across the data lifecycle. 

KEY FEATURES

  • Seamless and multi-channel data aggregation via sFTP, APIs, bulk upload, automated web scrapping, etc…from internal and external sources (multi-vendor) into a single database
  • Automated data transformation from unstructured to structure
  • Organisation of data by mapping files and prioritizing data sources
Customer Relationship Management

CRM

Customer Relationship Management

Designed to facilitate and foster interactions and collaboration between investors, intermediaries and issuers for better capital raising and allocation. Our solution is a capital market focused CRM leveraging on Microsoft Dynamics technology.

KEY FEATURES

  • Large and global contact database of 200K+ portfolio managers, analysts, investor relations, etc…with first and last names, emails, phone numbers, job titles, Linkedin URLs, location, accounts, and more
  • +5K accounts of investors, intermediaries, and issuers organizations with linkedin URLs, email domains, and more
  • Interaction tracking across emails and calendars directly from outlook, enabling detailed tagging and quick record, along with a comprehensive view of the communication history
Customer Relationship Management
Accessible via
Desktop

Desktop

iFrame

iFrame

Get Started Today!