Choosing a research management system isn't as straightforward as it looks. This quick-reference guide cuts through the noise by comparing the major RMS options across primary focus, strengths, limitations, and ideal firm profile. Beyond the comparison table, the guide outlines seven key evaluation criteria - from governance and compliance to integration needs and flexibility - to help investment teams ask the right questions and identify the best fit for their research culture and technology strategy. Whether you're scaling a growing fund or reassessing your current stack, it's a practical starting point for a more informed RMS evaluation.
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