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Research management: a buyer's guide
What we list in this category, where each entry came from, and the questions worth pressing on before you commit.
Every entry below was recorded from a page we opened, and each carries the source we read. Where we could not establish something it is left blank rather than guessed. Read how this site works if you want the detail.
What we list
Every product we hold in this category, in one list. A supplier that has run in production for twenty years and one that launched last year appear together and carry the same fields, because that is the comparison a buyer has to make. Each entry's founding year and owner are on its company page where the company states them, and both bear on continuity: long service is evidence a supplier will still be there, and a young supplier may offer capability and pricing the incumbents do not while carrying fewer references at your size.
- 9fin — News, data and analytics on leveraged finance, private credit and distressed debt for credit investment teams. source
- Aiera — Permissioned AI access to broker research, expert insights, event transcripts, filings and news through dashboards, APIs and integrations. source
- Alfa Prime — The 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. source
- Allvue — Front-to-back suite for private equity, private credit and CLO managers, spanning portfolio management, trade order management, fund accounting and investor portals. source
- Allvue Research Management — Research capture for credit and private debt teams that feeds analyst views directly into Allvue's portfolio management and trade blotter workflow. source
- Allvue Trade Order Management — Order management inside an alternatives-focused platform, aimed at credit, private equity and fund managers rather than long-only equity desks. source
- Alpha Theory — Turns analyst research inputs and price targets into disciplined position sizing and process analytics for fundamental managers. source
- AlphaOS — Follows 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. source
- AlphaSense Platform — Search and AI research platform (SuperAnalyst, Deep Research, Tegus expert insights) that absorbed Sentieo, the research management product many funds previously bought. source
- Arcana — Portfolio intelligence for hedge funds combining a core factor model, thematic and intraday live risk, crowding and concentration analysis. source
- Auquan — AI agents for institutional investors that draft deal screens, investment committee memos, portfolio monitoring, sustainability analysis and LP reports. source
- Backstop — Investor relations CRM plus a secure branded client reporting portal, sold alongside Backstop's research management and portfolio tools. source
- Backstop Client Portal — Secure branded web reporting portal inside the Backstop suite, now sold as part of ION Analytics rather than by the former Backstop Solutions Group. source
- Backstop Research Management — Multi-asset research and due diligence platform for allocators, fund managers and OCIOs, now sold as part of ION Analytics. source
- Bigdata.com — News, filings and business-content analytics for finance, now positioned as an AI grounding layer; the site is branded Bigdata.com by RavenPack. source
- Bipsync Research Platform — Cloud research management platform (Bipsync Core plus Bipsync AI) used by asset managers, pensions, endowments and investment consultants to capture and organize research. source
- Bloomberg Terminal — Software system giving financial professionals real-time market data, news, analytics and trade execution; it debuted in December 1982. source
- Blueflame AI — An 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. source
- Calcbench — Extracts and organises financial statement and disclosure data from SEC filings and earnings releases, available via web platform, Excel add-in and API. source
- CalibreRMS — AI-assisted research management system covering analyst notes, models, consensus tracking, decision logging and ESG stewardship; offices in London, Melbourne and Sydney. source
- Capsa AI — AI platform for private capital firms that runs custom workflows over a fund's past deals and documents. source
- Captide — APIs and AI agents that answer questions from public company filings, press releases and earnings calls for hedge funds and banks. source
- Cohesion — AI agents for equity fund analysts that monitor earnings, news and alternative datasets on covered companies and surface investment signals. source
- CreditSights — Independent credit research, covenant analysis, news and financial data on global credit markets for asset managers and insurers. source
- Daloopa — Extracts 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. source
- Daloopa Scout — An 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. source
- Dasseti COLLECT — Manager 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. source
- DiligenceVault — Runs 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. source
- Emmalyn — AI investment decision system used to run active equity strategies or supply research to institutional asset managers. source
- F2 — Screens, diligences and underwrites private markets deals and monitors them afterwards, keeping a firm's past deal analysis searchable for the next one. source
- FactIQ — Supplies company financial results, market prices and economic indicators to AI agents, with plans for individuals and for firms and connections to common AI clients. source
- FactSet — Integrated workstation for real-time news, quotes, company analysis and portfolio analysis, formed in 2009 by merging the earlier DIRECTIONS, Marquee and IBCentral platforms. source
- Finster AI — AI 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. source
- Hebbia Max — AI 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. source
- Hudson Labs — AI research tool for investment analysts covering company guidance, catalysts, accounting red flags and financial drivers. source
- Intelligo Due Diligence and Continuous Monitoring — Automated public-record research that produces background reports on fund managers and companies before an allocation and keeps monitoring them afterwards. source
- Internal Research Notes (IRN) — FactSet's research management product: a central repository for internal research notes, meeting notes and supporting documents for buy-side and wealth teams. source
- Keye — Turns raw deal files into due diligence output for private equity buyers, running the calculations, flagging anomalies and producing investor-ready analyses. source
- Kimpton OS — Research workspace for investment teams that records what the AI predicted before the outcome was known and scores it once the result arrives. source
- Koyfin — Web-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. source
- LSEG Workspace — Market data workstation combining datasets, Reuters News, StarMine and MarketPsych analytics and a Python environment called CodeBook; it is the successor to Refinitiv Eikon. source
- LinqAlpha — Multi-agent AI research platform for hedge funds and asset managers; the company states $6.6M raised and founders from MIT and Goldman Sachs. source
- Marvin Labs — AI 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. source
- Model ML — AI agent for finance teams that works inside Excel, PowerPoint and Outlook to produce analysis and client materials from internal and external data. source
- Morningstar Direct — Software platform giving professional investment managers data and analytics to build products and portfolios. source
- Multiplier — Connects 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. source
- Octus — Credit intelligence platform with news, data and analysis for buy-side credit investors, including CLO and performing credit managers. source
- Orbit Platform — Brings 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. source
- Pinegap — AI equity research platform that automates company primers, earnings reviews, proxy review, risk tracking and thesis tracking. source
- Portrait Research — AI research platform that lets investment teams research companies, answer investment questions with cited analysis, run screens and monitor developments against their theses. source
- Quartr — Structured feed of public company material such as earnings calls, transcripts, reports and presentations, delivered by app and API. source
- Reflexivity — Investment analysis platform for institutional investors that applies AI to licensed market and fundamental data to surface explained insights. source
- Research Spend Analytics — Price 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. source
- Resiliq — Runs AI agents and quantitative models over private market data for company research, due diligence, transaction modelling and portfolio risk work. source
- Rogo — AI 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. source
- S&P Capital IQ Pro — Desktop 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. source
- Samaya AI — AI agents for investment professionals that search and summarise real-time information for research workflows. source
- Serafis — Indexes 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. source
- Soria — A 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. source
- Tamale RMS — Long-running research management system sold through SS&C Advent, used to centralize internal and external research and manager due diligence. source
- Third Bridge — Expert calls, surveys and a library of expert interview transcripts for investors, also delivered as data feeds and through an MCP server. source
- ToltIQ — AI workspace for private-markets investment teams that turns deal documents into cited answers for deal screening, due diligence and portfolio monitoring. source
- Trata — Subscription library of transcribed anonymous conversations between hedge fund analysts and portfolio managers about individual listed companies. source
- VerityRMS — Research 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. source
- Vidrio Platform — Technology-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. source
- Wokelo — AI platform for deal sourcing, due diligence and company research built on its own company database. source
What to ask
These come from the same question bank our request-for-proposal process uses, so a guide and an RFP never drift apart. The four sections below carry the most weight in that bank.
Functional fit
Whether the system does the job for YOUR instruments, markets and volumes — not for the demonstration portfolio. The questions separate what runs in production today from what is on the roadmap, because that distinction disappears in a sales meeting and reappears during implementation. It also asks what still has to be typed in by hand, which every system has and few volunteer.
- Which asset classes does the product support in production today?
- Is there a full audit trail of who changed what and when, and can it be exported?
- Does the system enforce segregation of duties between front and back office?
- Is maker-checker approval supported on material actions, and is it configurable by action type?
- Can a valuation be sourced and approved independently of the people who trade?
Security and resilience
Whether the vendor's security is independently attested or merely asserted. The questions ask for certifications you can read, penetration tests you can see the summary of, and recovery objectives that are written down. Incident history is asked directly, because a vendor that has handled a breach well is often a safer choice than one that has never been tested.
- Which independent attestations do you hold currently?
- Will you provide the most recent report under a non-disclosure agreement?
- Is data encrypted in transit and at rest?
- Is single sign-on supported, and is multi-factor authentication enforced?
- Can your own staff see our data, and is that access logged and reviewable by us?
Compliance and regulatory
Whether the system stands up to your regulator and your auditor. Covers the reporting regimes the product supports directly, whether it can evidence who saw or changed a record, how long records are retained, and where in the world your data physically sits — which is a hard constraint for many firms rather than a preference.
- Can the system evidence to an auditor who saw or changed a given record, and when?
- In which jurisdictions is our data stored and processed?
- Are there any pending criminal matters or debarment proceedings involving the firm, its officers or its managers?
- Which regulatory reporting regimes does the product support directly?
- When a regime changes, is the update included in the licence or charged separately?
Clients and references
Whether they have done this for a firm like yours, and whether those firms stayed. Vendors present client counts and logos readily; they present ATTRITION reluctantly, which is why this section asks for clients lost and migrations completed as separate questions from clients won. Size fit decides more failed implementations than feature lists do, so it is asked directly.
- How many client firms use this product in production today?
- How many of those are of a similar type to our firm?
- How many are within our assets-under-management band?
- How many clients did you LOSE in each of the last three years?
- How many implementations begun in the last three years were abandoned before go-live?
You can send all 167 of these questions to the vendors you choose, and get every answer back side by side. Run an RFP — it is free to you and free to them.