Aggregate internal, external, qualitative and quantitative data into a one-stop shop for research management. Configure your RMS to the way you work so you don’t skip a beat. Discover the benefits of working with an RMS integrated into your investment process, including idea generation, portfolio construction, risk management, performance attribution and ESG workflows. Ensure your research and intelligence is effectively reflected in your decision-making.

• Surface investment opportunities and risks seamlessly with the EDS Dashboard, a portfolio tear-sheet unique to EDS with powerful capabilities far beyond shared Excel sheets.
• Stay up-to-date when making important decisions with dynamic, real-time updates — a feature unique to EDS — across all your data.
• Boost productivity by viewing your entire research history (model data, price targets, emails, notes, thesis, etc.) in a single dashboard.
• Understand and improve outcomes with feedback from deep analytics.
• Navigate with confidence using advanced search capabilities and artificial intelligence including natural language processing functionality built into the platform.
• Save countless hours a day leveraging the latest AI technology to capture video conference transcripts and generate AI-enabled summaries.