RMS Partners for Research

Streamline your research process with RMS Partners' fully automated and highly configurable model creation, publication, and distribution tool.

Take control of your research production

Transform the workflow of your research department to gain more control over your data management, authoring, compliance, and distribution. Combine your analyst model data with RMS Partners' market data in a centralized, locally-hosted database. Access the solution from anywhere in the world, taking advantage of support for multi-language outputs, currency, and regional customization. Focus on formulating research ideas—not on data entry.

Simplify your research production workflow

Combine pre-defined content and open fields, tailoring them to meet the specific needs of your firm with respect to report types, workflow, and user permissions.

Key Features

  • Integrate RMS Partners' globally-supported database
  • Ensure compliance management
  • Facilitate contribution and targeted distribution
  • Provide clients access to your research via the RMS Partners' standardized research portal
  • Access internal and external API tools
  • Work on documents in Microsoft Word, PowerPoint, or our HTML web editor
  • Produce outputs in Microsoft Word, Excel, PowerPoint roadshow presentations, PDF, HTML5, or email
  • Leverage Excel data extraction tools to create charts, tables, and analysis

Create Reports Efficiently

Increase communication with your clients by leveraging Microsoft Office or web-based tools for authoring and distributing research reports, morning notes, and sector reports. Streamline all stages of your document workflow including editorial, approval, and compliance directly from the web-based browsing and workflow interface. Quickly create reports and automatically populate your customized templates with critical content. Combine your proprietary data with RMS Partners' and third-party data. Seamlessly connect to RMS Partners’ publishing environment to enhance the efficiency of your authoring processes. Refresh existing documents to return the latest data and maintain strict control over document versions.

Manage and Validate Your Data Prior to Publication

Upload data from analyst models directly from Excel to your RMS Partners database for seamless interaction. Rely on our integrated data validation process to confirm the accuracy of your uploaded data. Leverage RMS Partners powerful, user friendly template builder technology to design custom reports and presentations. Benefit from configurable calculation engines to guarantee data consistency across all outputs, eliminating the need for manual adjustments. Clearly distinguish between draft data for internal use and live data for external use to avoid confusion when publishing documents.

Facilitate Distribution of Your Research Data

Manage and distribute your research and model data with automated contributions to electronic publishers, research consolidators, individual clients, internal departments, and your corporate website. Distribute approved model data separately from research reports. Target the distribution of research data creating tailored documents based on your clients’ individual preferences in PDF, Word, PPT, Excel, email, XML or HTML formats. Ensure proper security by enabling encrypted -controlled access to view distributed documents.

Take Advantage of RMS Partners' Support Resources

Receive extensive training and support from day one, making the RMS Partners solution fully customizable and easy to maintain. Stay on top of regulation changes and technology upgrades with RMS Partners' regular system updates. Leverage system resources to make your system changes, add new data items, build new reports, and more.