Research Management

Streamlining Buy-side Workflows

ResearchPool’s research management tools enable the buy-side to: streamline and effectively manage research budgets and spend, monitor and evaluate firm-wide research consumption in real-time, and control read-access and purchasing permissions, whilst remaining MiFID II compliant

Icon Desktop Watermelon (Desktop)

Effectively Manage Research Workflows

  • Full-service buy-side research management tools
  • Icon Basket Watermelon (Shopping Basket) Complements the ResearchPool marketplace, My Dashboard and My Library tools
  • Icon Storage Watermelon (Archive) Central repository to consolidate external & internal research, models and market intelligence
  • Icon Search Watermelon (Magnifying glass) Improve firm-wise research discovery across internal and external content
  • Icon Money Watermelon (Bank Note) Optimise research budgeting and payments
  • Icon Private Investors Watermelon (Users) Set budgets at firm and team levels
  • Icon Access Watermelon (Key) Easily set and control firm-wide read-access and purchasing permissions
  • Icon Analytics Watermelon (Key) Monitor research consumption in real-time
  • Icon File Search Watermelon (File Search) Research evaluation tools
  • Icon Desktop Watermelon (Desktop) Customisable dashboard
  • Icon Shield Watermelon (Shield-check) Allows for effectice compliance and management oversight
Icon Upload Watermelon (Cloud-upload)

Secure Cloud-based Platform

Screenshot Manage Mobile