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ease
features
design
support

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Description

CalibreRMS, a complete Research Management System, has an intuitive interface that allows you to record, share, and collaborate on data in a mobile-friendly, customizable, and user-friendly format. Calibre RMS is more than a note management tool. It seamlessly integrates your qualitative research with your modeling, analytics and modeling. It can be customized to your investment strategy and allows for immediate collaboration between teams from any location and on any device. Calibre RMS allows you to integrate it with other modeling tools and analytics tools without being locked in a proprietary system. It also includes audit trails to simplify compliance.

Description

Ensuring that your research reaches an audience, is acknowledged, and generates revenue is essential in the research industry. World Flow's Connect Solutions offers a modular and adaptable suite of services aimed at addressing these challenges. Making your research easily accessible and searchable for clients is crucial for success. By leveraging a combination of tools such as a research portal, mobile applications, email with tracking and links, distribution to aggregators, and integrated readership, all supported by adaptable authoring options—whether through Connect Compose or alternative industry solutions—you can effectively meet these needs. Additionally, you can produce a diverse array of research, market insights, commentary, and news using template-based authoring and composition tools. Moreover, you can manage your financial statements, macroeconomic data, and company metrics efficiently, categorized by sector, country, or specific coverage areas. Lastly, keep your clients informed about the latest updates, news, and product launches through effective email distribution strategies. This comprehensive approach ensures that your research not only reaches its intended audience but also maximizes its impact and value.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Calibre Financial Technology

Founded

1999

Country

Australia

Website

www.calibreft.com

Vendor Details

Company Name

worldflow

Website

www.worldflow.net/connect/

Product Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Product Features

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