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CalibreRMS description
CalibreRMS is a cloud-based software designed specifically for financial professionals like analysts and portfolio managers. It helps streamline investment research by providing a central platform to store, share, analyze, and manage data, research, and models. With CalibreRMS, teams can improve collaboration, gain insights from their portfolio, and integrate ESG factors into their decision-making process. It's a flexible solution that can be customized to fit the specific needs and workflows of different investment teams.
Who is CalibreRMS best for
CalibreRMS is a cloud-based research management solution built for financial professionals. It centralizes data, research, and models, enabling streamlined workflows and collaboration. Users appreciate the customizable dashboards and ESG integration. Ideal for analysts and portfolio managers at medium to large financial firms.
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Best for medium to large financial institutions (100+ employees) seeking to streamline research.
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Specifically designed for investment analysts and portfolio managers within the financial services industry.
CalibreRMS features
| Supported CalibreRMS offers customizable dashboards for visualizing investment research data and analysis. |
| Supported CalibreRMS supports team collaboration through shared access to research, data, and analysis. |
| Supported CalibreRMS integrates ESG data for research and portfolio analysis. |
| Supported CalibreRMS offers a centralized platform to store, organize, and access investment research. |
| Supported CalibreRMS integrates with various third-party data sources, providing a consolidated view. |
| Supported CalibreRMS streamlines investment research from data gathering and analysis to reporting and decision-making. |
CalibreRMS alternatives
AumniBetter for venture capital and private equity firms. Geared towards portfolio management and due diligence automation. Aumni, a CalibreRMS competitor, has slower momentum.Read more
ConfluenceBetter for managing investment data, performance analysis, risk management, and regulatory reporting. Caters to asset managers, asset owners, and service providers. Has slower momentum.Read more
S&P Capital IQ ProBetter for researching publicly traded companies. G2 rates it 4.3/5. Users love the comprehensive data and powerful screening tools but dislike data inaccuracies and the high cost.Read more
DialllogBetter fit for M&A, private equity, and venture capitalist firms. Has integrated email and financial data enrichment. Grows slower and has shrinking employee base. CalibreRMS alternative; Dialllog competitor.Read more
Snap ProjectionsBetter fit for Canadian financial advisors. Higher ratings on G2 and Capterra.Read more
CalibreRMS FAQ
What is CalibreRMS and what does CalibreRMS do?
CalibreRMS is a cloud-based research management solution designed for financial analysts and portfolio managers. It centralizes investment research, data, and models, facilitating team collaboration and ESG integration. CalibreRMS streamlines workflows, allowing for efficient data analysis and informed decision-making.
How does CalibreRMS integrate with other tools?
CalibreRMS integrates with various third-party data sources, providing a centralized research platform. This streamlines workflows from data gathering and analysis to reporting and decision-making. It also offers ESG data integration for comprehensive portfolio analysis.
What the main competitors of CalibreRMS?
Alternatives to CalibreRMS include Aumni for venture capital portfolio management, Confluence for investment data management, and S&P Capital IQ Pro for comprehensive financial research. For payment processors, NMI MRM offers merchant relationship management. Dialllog focuses on CRM for financial dealmaking, while Snap Projections caters to Canadian financial advisors.
Is CalibreRMS legit?
Yes, CalibreRMS is a legitimate cloud-based research management solution designed for financial professionals. It helps streamline investment research, improve team collaboration, and integrate ESG factors. CalibreRMS facilitates data management, analysis, and reporting within a centralized platform.
How much does CalibreRMS cost?
I cannot find pricing information for CalibreRMS. Contact the vendor directly to determine product pricing and if CalibreRMS is worth the investment for your needs.
Is CalibreRMS customer service good?
There is no information available about CalibreRMS's customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.