2025, the Crucial Year for Active Investment Management to Fully Embrace Automation Feb 26, 2024 — by ResearchPool in Insights 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
ResearchPool helps firms manage and organize their data from emails, calls, and documents, preventing missed opportunities due to disorganized information. By integrating with Microsoft Office tools like Outlook and Excel, it centralizes and tags data, preparing it for human and AI-driven insights, boosting investment decision-making and efficiency.
In today’s competitive market, automation is essential for active management firms to stay ahead. Many firms struggle with disorganized data and manual processes, diverting resources from high-impact strategies. Our Research Management Solution (RMS) offers seamless Microsoft Office integration, centralized data access, enhanced search, and AI-powered features, streamlining workflows and driving
