Buyside Fintech

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Research management

28 products carry this category. Categories are tags, so several of these also appear elsewhere.

Research management products

28 PRODUCTS

AllvueAllvue SystemsFront-to-back suite for private equity, private credit and CLO managers, spanning portfolio management, trade order management, fund accounting and investor portals.Combined OMS/PMS platformsOrder managementFund accounting and NAV+4Allvue Research ManagementAllvue SystemsResearch capture for credit and private debt teams that feeds analyst views directly into Allvue's portfolio management and trade blotter workflow.Research managementCombined OMS/PMS platformsPortfolio monitoringAllvue Trade Order ManagementAllvue SystemsOrder management inside an alternatives-focused platform, aimed at credit, private equity and fund managers rather than long-only equity desks.Order managementCombined OMS/PMS platformsPortfolio monitoring+2Alpha TheoryAlpha TheoryTurns analyst research inputs and price targets into disciplined position sizing and process analytics for fundamental managers.Research managementPortfolio monitoringRisk analyticsAlphaSense PlatformAlphaSenseSearch and AI research platform (SuperAnalyst, Deep Research, Tegus expert insights) that absorbed Sentieo, the research management product many funds previously bought.Research managementMarket dataAlternative dataArcanaArcana AnalyticsPortfolio intelligence for hedge funds combining a core factor model, thematic and intraday live risk, crowding and concentration analysis.Risk analyticsPerformance and attributionPortfolio monitoring+1Bipsync Research PlatformBipsyncCloud research management platform (Bipsync Core plus Bipsync AI) used by asset managers, pensions, endowments and investment consultants to capture and organize research.Research managementBloomberg TerminalBloomberg L.P.Software system giving financial professionals real-time market data, news, analytics and trade execution; it debuted in December 1982.Market dataExecution managementResearch management+1CalibreRMSCalibre Financial TechnologyAI-assisted research management system covering analyst notes, models, consensus tracking, decision logging and ESG stewardship; offices in London, Melbourne and Sydney.Research managementESG dataDaloopaDaloopaExtracts 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.Alternative dataResearch managementDasseti 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.Research managementESG dataFactSetFactSet 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.Market dataResearch managementPerformance and attribution+1Internal 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.Research managementMarket dataFinster 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.Research managementHebbia 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.Research managementData managementBackstopION GroupInvestor relations CRM plus a secure branded client reporting portal, sold alongside Backstop's research management and portfolio tools.Investor portals and CRMResearch managementPortfolio monitoring+1Backstop 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.LP portalsInvestor portals and CRMResearch management+1Backstop Research ManagementION GroupMulti-asset research and due diligence platform for allocators, fund managers and OCIOs, now sold as part of ION Analytics.Research managementInvestor portals and CRMPortfolio monitoring+1KoyfinKoyfinWeb-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.Market dataResearch managementPortfolio monitoringLinqAlphaLinqAlphaMulti-agent AI research platform for hedge funds and asset managers; the company states $6.6M raised and founders from MIT and Goldman Sachs.Research managementAlternative dataLSEG WorkspaceLondon Stock Exchange GroupMarket data workstation combining datasets, Reuters News, StarMine and MarketPsych analytics and a Python environment called CodeBook; it is the successor to Refinitiv Eikon.Market dataResearch managementReference data+1Morningstar DirectMorningstarSoftware platform giving professional investment managers data and analytics to build products and portfolios.Market dataPerformance and attributionResearch management+1Bigdata.comRavenPackNews, filings and business-content analytics for finance, now positioned as an AI grounding layer; the site is branded Bigdata.com by RavenPack.Alternative dataResearch managementRogoRogoAI 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.Research managementS&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.Market dataResearch managementReference data+1Tamale RMSSS&C TechnologiesLong-running research management system sold through SS&C Advent, used to centralize internal and external research and manager due diligence.Research managementPortfolio monitoringVerityRMSVerityResearch 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.Research managementVidrioVidrio FinancialFront, middle and back office platform for allocators monitoring hedge fund, private equity, private credit and real estate manager exposures.Combined OMS/PMS platformsPortfolio monitoringData management+5

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