Research Management Solutions (RMS)

Platform by FactSet

Added to Marketplace: April 29, 2019


Gain a centralized repository for your globe-spanning research with our investment research tools. Your best ideas were meant to be shared. Give your thought leaders the tools to develop concepts, broadcast breakthroughs, and tap the wisdom of their peers. Count on mobile access to ensure support wherever inspiration strikes, while transparent views and workflows keep teams in sync and prepared to capitalize on every opportunity to expand the business.

Demonstrate compliance with confidence; many of today's most complex regulations are predicated on your firm's ability to articulate the origin and details of its investment research and recommendations.

Ensure business continuity to protect your progress. Regain control of your content in the event of employee turnover or inconsistent data management threatening the impact of your internal research. Leverage detailed permissioning tools to ensure access for the right people, while internal commentary options capture the development of research as it happens.

Platform Coverage

Platform Details

FactSet's highly configurable and fully integrated investment research management tools ensure your research efforts grow alongside your business needs. Give your team the power to collaborate across disparate locations, ensure the security and continuity of your best ideas, and maintain the transparency necessary to comply with evolving regulatory regimes.

Firm Information

FactSet creates data and technology solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. We combine our unique proprietary datasets, your in-house data, and third-party unstructured data to help you see and seize opportunity sooner.

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Data Management


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