Directory · Front office and trading
Research management
66 products carry this category. Categories are tags, so several of these also appear elsewhere.
What is meant by Research management?
A system for capturing, organising and attributing investment research: analyst notes, meeting records, models and external research, linked to the securities and themes they concern. It also tracks what research was consumed and what it cost, which regulation in some markets requires.
Who uses Research management?
Analysts and portfolio managers; compliance for the cost records.
What gets confused with Research management?
A customer relationship management system. Both store notes about meetings, but research management organises around securities and investment theses, not around relationships and pipelines.
What should you ask a vendor about Research management?
Ask how a note written three years ago about a company since renamed is found again.
This definition is Buyside Fintech’s own editorial work, not a vendor’s. The products listed below carry the sources we read.
Research management products
66 PRODUCTS
9fin9finNews, data and analytics on leveraged finance, private credit and distressed debt for credit investment teams.AieraAieraPermissioned AI access to broker research, expert insights, event transcripts, filings and news through dashboards, APIs and integrations.AllvueAllvue SystemsFront-to-back suite for private equity, private credit and CLO managers, spanning portfolio management, trade order management, fund accounting and investor portals.Allvue Research ManagementAllvue SystemsResearch capture for credit and private debt teams that feeds analyst views directly into Allvue's portfolio management and trade blotter workflow.Allvue Trade Order ManagementAllvue SystemsOrder management inside an alternatives-focused platform, aimed at credit, private equity and fund managers rather than long-only equity desks.Alpha TheoryAlpha TheoryTurns analyst research inputs and price targets into disciplined position sizing and process analytics for fundamental managers.AlphaOSAlphaOSFollows the investment themes and companies a user chooses, finds material developments and the companies connected to them, and flags what deserves investigation; research and analysis only.AlphaSense PlatformAlphaSenseSearch and AI research platform (SuperAnalyst, Deep Research, Tegus expert insights) that absorbed Sentieo, the research management product many funds previously bought.ArcanaArcana AnalyticsPortfolio intelligence for hedge funds combining a core factor model, thematic and intraday live risk, crowding and concentration analysis.AuquanAuquanAI agents for institutional investors that draft deal screens, investment committee memos, portfolio monitoring, sustainability analysis and LP reports.Bipsync Research PlatformBipsyncCloud research management platform (Bipsync Core plus Bipsync AI) used by asset managers, pensions, endowments and investment consultants to capture and organize research.Bloomberg TerminalBloombergSoftware system giving financial professionals real-time market data, news, analytics and trade execution; it debuted in December 1982.EmmalynBlue Fire AIAI investment decision system used to run active equity strategies or supply research to institutional asset managers.Blueflame AIBlueflame AIAn agent platform for private equity, private credit and hedge fund deal teams that connects to a firm's own documents and systems, with a dealmaker agent called Amp on top.Alfa PrimeBoosted.aiThe institutional tier of Boosted.ai's Alfa platform, in which agents monitor holdings and coverage lists, investigate earnings, filings and news, and return source-linked research briefs.CalcbenchCalcbenchExtracts and organises financial statement and disclosure data from SEC filings and earnings releases, available via web platform, Excel add-in and API.CalibreRMSCalibre Financial TechnologyAI-assisted research management system covering analyst notes, models, consensus tracking, decision logging and ESG stewardship; offices in London, Melbourne and Sydney.Capsa AICapsa AIAI platform for private capital firms that runs custom workflows over a fund's past deals and documents.CaptideCaptideAPIs and AI agents that answer questions from public company filings, press releases and earnings calls for hedge funds and banks.CohesionCohesionAI agents for equity fund analysts that monitor earnings, news and alternative datasets on covered companies and surface investment signals.CreditSightsCreditSightsIndependent credit research, covenant analysis, news and financial data on global credit markets for asset managers and insurers.DaloopaDaloopaExtracts auditable KPI and financial history from filings and transcripts into models for hedge funds and long-only managers; the site describes it as a Series C company with over $100 million raised.Daloopa ScoutDaloopaAn Excel agent that builds and updates public equity models from Daloopa's structured filing data, hyperlinking each reported figure back to the filing, presentation or transcript it came from.Dasseti COLLECTDassetiManager due diligence and monitoring software for asset owners and consultants; formerly branded Diligend, and its site announces an agreement for Nasdaq to acquire the company.DiligenceVaultDiligenceVaultRuns manager due diligence as structured data rather than documents: allocators send and score diligence questionnaires, and managers maintain one answer set they reuse across the allocators asking.F2F2Screens, diligences and underwrites private markets deals and monitors them afterwards, keeping a firm's past deal analysis searchable for the next one.FactIQFactIQSupplies company financial results, market prices and economic indicators to AI agents, with plans for individuals and for firms and connections to common AI clients.FactSetFactSet Research SystemsIntegrated workstation for real-time news, quotes, company analysis and portfolio analysis, formed in 2009 by merging the earlier DIRECTIONS, Marquee and IBCentral platforms.Internal Research Notes (IRN)FactSet Research SystemsFactSet's research management product: a central repository for internal research notes, meeting notes and supporting documents for buy-side and wealth teams.Finster AIFinster AIAI research assistant for asset management, private credit and investment banking teams, with cited answers traced back to source documents; site references an investment from UBS.Hebbia MaxHebbiaAI platform for investment firms and banks that reads a firm's own documents and produces analyst-style research output; backed by Andreessen Horowitz, Index Ventures and GV.Hudson LabsHudson LabsAI research tool for investment analysts covering company guidance, catalysts, accounting red flags and financial drivers.Intelligo Due Diligence and Continuous MonitoringIntelligoAutomated public-record research that produces background reports on fund managers and companies before an allocation and keeps monitoring them afterwards.BackstopION GroupInvestor relations CRM plus a secure branded client reporting portal, sold alongside Backstop's research management and portfolio tools.Backstop Client PortalION GroupSecure branded web reporting portal inside the Backstop suite, now sold as part of ION Analytics rather than by the former Backstop Solutions Group.Backstop Research ManagementION GroupMulti-asset research and due diligence platform for allocators, fund managers and OCIOs, now sold as part of ION Analytics.KeyeKeyeTurns raw deal files into due diligence output for private equity buyers, running the calculations, flagging anomalies and producing investor-ready analyses.Kimpton OSKimptonResearch workspace for investment teams that records what the AI predicted before the outcome was known and scores it once the result arrives.KoyfinKoyfinWeb-based research and market data platform with dashboards, charting and client-ready reports, built explicitly as a lower-cost alternative to the incumbent terminals; teams also sit in Miami, Ukraine and Buenos Aires.LinqAlphaLinqAlphaMulti-agent AI research platform for hedge funds and asset managers; the company states $6.6M raised and founders from MIT and Goldman Sachs.LSEG WorkspaceLSEGMarket data workstation combining datasets, Reuters News, StarMine and MarketPsych analytics and a Python environment called CodeBook; it is the successor to Refinitiv Eikon.Marvin LabsMarvin LabsAI equity research platform for buy-side analysts with chat over filings and earnings calls, research agents for earnings reviews and KPI tracking, and a scorecard tracking management guidance against outcomes.Model MLModel MLAI agent for finance teams that works inside Excel, PowerPoint and Outlook to produce analysis and client materials from internal and external data.Morningstar DirectMorningstarSoftware platform giving professional investment managers data and analytics to build products and portfolios.MultiplierMultiplierConnects AI agents to a fund's own research material and data sources, including channel checks, expert calls, company financials, portfolio risk measures and trade history across some 60 sources, and runs on the client's own cloud infrastructure.OctusOctusCredit intelligence platform with news, data and analysis for buy-side credit investors, including CLO and performing credit managers.Orbit PlatformOrbit Financial TechnologyBrings public filings, a firm's internal files and third-party data into one place for institutional investors, answers questions in plain language with citations back to the source document, and monitors companies and portfolios continuously.PinegapPinegapAI equity research platform that automates company primers, earnings reviews, proxy review, risk tracking and thesis tracking.Portrait ResearchPortrait ResearchAI research platform that lets investment teams research companies, answer investment questions with cited analysis, run screens and monitor developments against their theses.QuartrQuartrStructured feed of public company material such as earnings calls, transcripts, reports and presentations, delivered by app and API.Bigdata.comRavenPackNews, filings and business-content analytics for finance, now positioned as an AI grounding layer; the site is branded Bigdata.com by RavenPack.ReflexivityReflexivityInvestment analysis platform for institutional investors that applies AI to licensed market and fundamental data to surface explained insights.ResiliqResiliqRuns AI agents and quantitative models over private market data for company research, due diligence, transaction modelling and portfolio risk work.RogoRogoAI agent platform that connects to a firm's SharePoint, CRM and market data to produce memos, models and diligence output; the site cites a $160M Series D led by Kleiner Perkins.S&P Capital IQ ProS&P GlobalDesktop platform from S&P Global Market Intelligence delivering multi-asset and real-time data, research, news and analytics to institutional clients; the source page describes the Capital IQ brand rather than the Pro platform in detail.Samaya AISamaya AIAI agents for investment professionals that search and summarise real-time information for research workflows.SerafisSerafisIndexes transcripts of podcasts, interviews and independent media by company and theme, and delivers them through search, a REST API, an MCP server for AI agents and Snowflake or BigQuery integrations.SoriaSoriaA sector-specialist research terminal, starting with healthcare, whose agents build and maintain financial models from public and private sources and deliver them to hedge funds, banks and asset managers through a terminal, an API and an MCP server.Tamale RMSSS&C TechnologiesLong-running research management system sold through SS&C Advent, used to centralize internal and external research and manager due diligence.Research Spend AnalyticsSubstantive ResearchPrice benchmarks for investment research, letting a buy-side research procurement team compare what it pays banks, brokers and independent providers against what comparable firms pay.Third BridgeThird BridgeExpert calls, surveys and a library of expert interview transcripts for investors, also delivered as data feeds and through an MCP server.ToltIQToltIQAI workspace for private-markets investment teams that turns deal documents into cited answers for deal screening, due diligence and portfolio monitoring.TrataTrataSubscription library of transcribed anonymous conversations between hedge fund analysts and portfolio managers about individual listed companies.VerityRMSVerityResearch management software for fundamental equity, fixed income and private equity teams; Verity says it serves 300+ funds and was acquired by TMX Group in October 2025.Vidrio PlatformVidrio FinancialTechnology-enabled service for allocators covering data aggregation and exposure analytics across hedge funds and private capital; the About page confirms the company but not the attribution module specifically.WokeloWokeloAI platform for deal sourcing, due diligence and company research built on its own company database.