Research Functions | Fund Allocation Software

Integrated Relationship Management Software

As an integrated tool, the RMS (or investment CRM) is embedded throughout Vidrio rather than a standalone product. With just one click, the software allows you to add manager notes, store documents, and add further information to manager profiles. This software is designed to streamline your processes and organize your information in a central location, so it also has the capability to integrate information from Vidrio with external databases and information collected by clients.

Build a Complete Manager Profile

Seamlessly combine information from multiple external commercial databases such as HFR and Morningstar with self-loaded manager return and qualitative profiles to oversee the entirety of your portfolio.

Store Qualitative and Quantitative Information, Including:

Documents
Meeting and call notes
Manager biographies
Background checks
Analyst assessments
Fund terms
Performance history
Returns analysis
Risk
Exposure
AUM history

Vidrio_FlyWheel_Graphic_ManagerResearch&Monitoring

Collaboration and Compliance

As an enterprise solution, we know your systems work best when everyone has the ability to use the tools they need—not more, not less. This is why we provide configurable permission-based access to a single data pool and help manage your research and due diligence process, including workflow monitoring and visualization tools.

The transparency of our software ensures every member of your team has access to the right data to work efficiently and minimize inconsistencies and duplication.

Research Teams

Integrated Relationship Management Software

Build a Complete Manager Profile

Store Qualitative and Quantitative Information, Including:

Collaboration and Compliance

Ready to find out more? Contact us today to schedule a demo.

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