G2

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/9/2023

"The only research workflow tool that configures to our process and our information"

5/5

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 workflow Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.