Total Research Management

Total Research Management TRM v. 2.0 is your one-stop research automation system that facilitates all aspects of the brokerage Research process including authoring, workflow, compliance, storage, publishing, and targeted distribution. It is easily the most efficient and cost-effective financial research solution in the market today.

Built using the best-in-breed technology platforms, TRM is entirely browser-based and its modular design facilitates customizations at all levels. Our deployment team works with our clients for the customization of look & feel, research templates, integration with market data sources (ILX, Bloomberg, Reuters etc) and integration with research consolidators like First Call, Reuters (Multex), and Zacks among others. Additionally, TRM can be easily integrated with some of the leading CRM solutions like SalesLogix, Siebel and SalesForce.com.

The following are key features of TRM v. 2.0:

• Rich, easy-to-use browser interface
• Entire team can work with one unified repository.
• Research creators, editors and compliance officers can collaborate in real-time
• Robust WorkFlow Engine with e-mail, PDA and cell phone integration
• Meets the needs of everyone involved in the creation, workflow, compliance, distribution, and publishing of investment research
• Avoid bottlenecks and get research to target audience in the
  shortest time possible
• Standards-centric architecture (XML)
• RIXML Ready

We would be delighted to offer you a full-feature demo on an exclusively hosted TRM Server or at your location and provide you with a free evaluation for 30 days.

A typical client installation is as follows:

• Pilot program (usually runs from 5 to 15 days) - the client users use the system on a pilot basis and provide feedback for customizations
• Customization (usually runs from 5 to 20 days)
• User training (usually takes 1 to 5 days)
• Production release (takes 1 to 2 days)

Please contact Sales for our expert representatives, who will work with you on the demonstration/evaluation of our product and other questions that you may have.