As the 2025 budgeting process begins, prioritizing the automation of processes and workflows is crucial for protecting assets under management and maintaining margins for active investment managers. With technology now mature enough to handle many of the low-value tasks, investment professionals can focus more on their core strengths—finding, assessing, and executing investment opportunities that drive incremental client value.

The countless hours spent on logging, sharing, searching for, and reporting information can be dramatically reduced with the right technology. Our ResearchPool solution offers a comprehensive approach to automation at scale through:

• Seamless Integration: Easily tag and upload emails, documents, and calendar events directly from MS Outlook, Word, PowerPoint, and Excel into a fully digital repository.
• Efficient Organization: Store and organize information for easy retrieval using full-text search, multiple issuer identifiers, advanced tables, and customizable dashboards.
• Enhanced Collaboration: Facilitate sharing and collaboration among portfolio managers and analysts, boosting workflow efficiency and productivity.
• Advanced Analytics: Utilize large language models to analyze aggregated and classified information, generating effective investment ideas.

Transform your investment workflow with ResearchPool and ensure that no valuable information is lost or overlooked. Discover how our solution can enhance your firm’s productivity and uncover new investment opportunities.