The Complete Buyer's Guide to Fund RMS 

Everything you need to evaluate research management solutions for your fund

An efficient, mobile and compliant research management process is no longer a nice to have. But one size doesn't always fit all... 


 Resources in the Buyer's Kit:

  • The Ultimate Guide to Fund RMS: Everything you wanted to know about RMS, packed into this 16-page buyers guide. 
  • Research Compliance Must-Haves: Your comprehensive guide to the regulations that impact research processes, data and practices. 
  • RMS Demo Checklist: The key areas to cover in any RMS demo. Get the most out of your vendor demos and evaluate solutions consistently across 9 key topics.
  • Questions to Ask in an RMS Reference Call: The 15 critical questions for any client reference call, from features and functionality to pricing and configuration.