Browsing: RMS Providers
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Castine Launches AI-Powered Tools Across Its Full Platform – a First for Commission Management
04/20/2026
Castine, the global leader in commission management systems, today announced the launch of AI capabilities embedded across its entire platform of software products, spanning broker and asset manager workflows. The ...
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TMX Group Acquires U.S. Data and Analytics Provider Verity
10/15/2025
Toronto-based TMX Group announced the acquisition of Verity, a U.S.-based investment research management system and data analytics provider, on October 1, 2025. Financial terms of the transaction were not disclosed. ...
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BlueMatrix Expands Reach and Product Breadth with Acquisition of FactSet’s RMS Business
09/23/2025
BlueMatrix, a global leader in investment research authorizing and distribution, recently announced the acquisition of the RMS Partners business, a global investment research software platform from FactSet. BlueMatrix’s Strategic Acquisition ...
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Castine Unveils Next-Generation RMS Platform: A Game-Changer for Asset Managers
08/05/2025
In a significant move for Castine LLC, the financial technology provider recently announced a major upgrade to its Research Management System (RMS), redefining how asset managers handle both internal and ...
Castine Unveils Next-Generation RMS Platform: A Game-Changer for Asset Managers
08/04/2025
In a significant move for Castine LLC, the financial technology provider recently announced a major upgrade to its Research Management System (RMS), redefining how asset managers handle both internal and ...
Verity and Aiera Announce Strategic Product Partnership
10/31/2022
Research Management software provider Verity recently announced a strategic partnership with real-time Wall Street corporate event & transcription service provider, Aiera.
New Partnership
A few weeks ago, Verity, a leading provider of ...
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RMS provider MackeyRMS Hires Alternative Data CEO
04/06/2021
Four months after merging with data provider InsiderScore, research management software provider MackeyRMS recruited a new CEO from alternative data firm Earnest Research. The new hire will oversee the combination ...
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Sentieo Changes CEO After Downsizing Staff
11/13/2020
Sentieo co-founder Alap Shah stepped down as CEO, promoting COO David Lichtblau to the position, following a reduction in staff beginning last fall, as indicated by a decline in LinkedIn ...
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RMS Provider MackeyRMS Embraces ESG
10/20/2020
Research Management Software provider MackeyRMS launched an ESG research workflow management module designed to help asset managers better leverage internal ESG data and research. Despite a growing number of firms ...
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Why Current Research Valuation Processes Are Biased Toward Large Brokers
06/15/2020
The following is a guest article by Paul Warme, founder of Content Street, a research management system, based on a white paper, Provider Analytics: A Guide for Asset Managers, which ...