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The implementation of a Research Management System (RMS) can directly influence performance by allowing investment and operations teams to institutionalize knowledge and optimize decision making.

With this in mind, why not make 2023 the year to reconcile the reality of having RMS as a critical part of your investment process, with the aspiration of elevating it into a recognized part of your technology strategy? 

Do it and you’ll be joining many leading investment firms from the world’s largest public and private institutional investors right through to pre-launch fund managers. And the new RMS Buyer’s Guide is a great place to start on your journey.

This 2023-2024 Edition of the Ultimate Guide to Research Management Systems is available to download here.

RMS – a cornerstone of the investment research tech stack

The concept of a RMS is engrained in investment operations, though RMS solutions come in many differently evolved forms. Whether an in-house developed system, a mishmash of consumer-based productivity apps or a professional enterprise platform – RMS is how critical investment research and due diligence data is recorded, tracked, collaboratively developed and applied. 

But in some quarters the RMS remains merely a concept; a hard-to-pin-down collection of tools and practices rather than an enterprise system. For others, their once fit-for-purpose RMS solution has failed to keep pace with expectations in areas like user adoption, cybersecurity and auditable compliance – as well as falling short on new demands such as embracing ESG and other novel forms of data, coping with increased regulatory scrutiny, and delivering consistent user experience in a world of hybrid workspaces. 

Hence the importance of reviewing and modernizing your RMS approach to ensure optimum benefits, including competitive advantage.

A simple, rapidly deployable digital transformation

New year’s resolutions are their most satisfying when they’re easy to achieve before the year is out. Unlike other digital transformations, modernizing your tech stack with a modern SaaS-based RMS solution can take just a matter of weeks to get implemented and fully customized to your needs.

Naturally, a prime consideration will be integrating your RMS with the remainder of your tech stack to achieve optimal workflows and the automation of data to and from a wide variety of sources. You’ll also want to ensure users are smoothly onboarded into a digital environment that embraces and extends different working practices. The Buyers’ Guide explores these and the many other dealbreakers that should underpin a robust RMS evaluation.

The resilient RMS is primed for uncertainty

The only relevant questions for choosing an RMS are your needs today and in the future. However, the history of RMS offers a valuable perspective in charting the evolution of this important technology; not least in establishing how all but the newest and most greenfield investment startups got to where they are today with their investment research data – and what this means for where they might go next.

It’s precisely because RMS has evolved so much that buyers should be keen to maximize future resilience and flexibility. New methods of working, extra complexity of data, heightened expectations for open architectures and APIs, and the perennially shifting goalposts of regulatory compliance – all underline the importance of an RMS that’s ready for anything.

Read the 2023-2024 Ultimate Guide to Research Management Systems to find out more.

To learn more, please get in touch or request a demo today!