Jul 12, 2023

This research provides a look at Cutter Research members' current practices and challenges in managing investment research. We also provide an overview of the current research management systems (RMS) vendor landscape, describe the evolving RMS functionality (including the role of AI), and assess commonly used industry solutions.

We provide RMS assessments of the following vendors' solutions: Backstop Solutions, Bipsync, Bloomberg, Calibre, Dynamo Software, Equity Data Science (EDS), FactSet, and Verity.

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