In an era where both passive and systematic active strategies are becoming more prevalent, embracing data automation is no longer optional—it’s essential. Without it, traditional active management firms risk falling behind in a highly competitive market.

To not fall behind, processes and tasks need to be simplified, organized, and automated. This requires clearly defining data models, mapping and simplifying workflows, and implementing solutions that offer transformative data automation.

Unfortunately, in many firms, data is scattered and disorganized, and processes demand excessive manual effort. This diverts valuable resources away from developing high-impact investment strategies and enhancing customer service.

Our Research Management Solution (RMS) offers a transformative approach to automation and collaboration around content and data, with our unique features providing:

• Seamless Integration with Microsoft Office: Tag, upload, and share content directly from Outlook, Word, PowerPoint, Excel, and OneNote,
• Single Unified Aggregation Platform: Centralized access all internal data, content, external research, and datasets,
• Enhanced Search and Relations: Use a variety of identifiers to search and connect different entities, such as notes, issuers and instruments,
• Effortlessly Navigation: Utilize hyperlinks to easily move between related records, including emails, events, documents, notes, and more,
• Data Effectively Visualization: Leverage customizable dashboards and smart tables to make data-driven decisions,
• Streamlined data entry: Use predefined forms that align with your organization’s data models, reducing the number of clicks and actions required.
• Instant Reporting: Take advantage of ready-to-use reporting features.
  And much more coming powered by AI

Let’s discuss how our RMS can help you optimize processes and drive better investment outcomes—all without the need to manage your own technology.

We look forward to the opportunity to support your continued success.