---
title: CalibreRMS Reviews
meta_title: 'CalibreRMS Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CalibreRMS works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2025-05-17'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# CalibreRMS Reviews
**Vendor:** Calibre Financial Technology  
**Category:** [Financial Research Software](https://www.g2.com/categories/financial-research)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About CalibreRMS
Calibre is a FinTech which provides a purpose-built Research Management System (RMS) for institutional asset managers, and has leading clients around the world. CalibreRMS helps equity analysts, portfolio managers and ESG specialists to streamline their investment research process. The cloud-based software enables investment teams to capture, share and analyse their research and data in one place, saving time, boosting productivity and enabling better decision-making to maintain a competitive advantage. As a highly flexible and configurable solution, which is built on deep expertise in investment analytics, CalibreRMS is designed to fit in with investment teams' unique ways of working, and evolve with them over time.




## CalibreRMS Reviews
  ### 1. The only research workflow tool that configures to our process and our information

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2023

**What do you like best about CalibreRMS?**

- Granular customisation and configurability, which can be easily configured by our investment team
 - Holds both our fundamental / qualitative insights as well as quantitative data in a single place - everything from meeting notes to excel models, and trade checklists and ESG engagements
 - Fully integrated ESG analysis and Engagement Tracking
 - Stock level and portfolio level workflows
 - Integrates many tier 1 third party data sources into our owrkflow

**What do you dislike about CalibreRMS?**

We still need to use other systems for parts of our workflow - however this is reducing over time as CalibreRMS adds new features and third party integrations all the time

**What problems is CalibreRMS solving and how is that benefiting you?**

There are hundreds of systems that push other peoples data to us - market data, broker research, consensus estimates etc etc. As an investor, the most valuable information our team has is generated internally. CalibreRMS is the only system built to solve this problem from the perspective of the investment team and our unique process.



- [View CalibreRMS pricing details and edition comparison](https://www.g2.com/products/calibrerms/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-27+12%3A01%3A10+-0500&secure%5Bsession_id%5D=22d19530-35a0-461b-a4bf-55caa1f8f0d8&secure%5Btoken%5D=ff83fd1a4fd01e2f6a79d2f0003872de4d949bba4040d67c7e733b6f353653a6&format=llm_user)

## CalibreRMS Features
**Financial Information**
- Data Visualization
- Document Search

**Analysis**
- Financial Analysis
- Charting
- Risk Analysis
- Document Annotation
- Collaboration

**Market News**
- Alerts and Monitoring
- Market Information
- Market News

**Platform Basics**
- Mobility
- Interoperability

**Agentic AI - Financial Research**
- Multi-step Planning

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