Investment Research Management System

Keep track of investment research in one convenient place.
Über diese Vorlage

This is a research management system built specifically for investment firms, but useful for anyone needing to keep track of research in one convenient place.

At its core, it is a research management system that helps you capture important research on companies, industries, and people. However, it also includes workflow management, CRM, priority setting tools, and a decision log to help you with your investment process.

Kategorien
Support

Zugehörige Inhalte

Hilfe-Center besuchen

Vorgestellt in