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Research Management System (RMS)

An RMS designed for data-driven decision-making

The EDS Research Management System (RMS) empowers you to make quicker, more informed investment decisions backed by actionable insights. EDS has reimagined the research management system to work with you, offering workflows that match your current process, dynamic data points, and easier access to content, across the stages from research collection to investment decision analysis. Your solution is configured based on the firm’s workflows, making it easy to record, engage, collaborate, and drive decision-making in one place.

Boost workflows efficiently and organize according to how you work


Bring any quantitative (estimates, models, price- targets) and qualitative information together


Access updates in real-time from anywhere, and streamline the process


Utilize configurable templates, tagging, version control and alerts


Review the data and connect directly to excel, internal data, or third-party applications


Support your investment decisions with real data points


Be ready to share your findings directly on screen, all in one place

The EDS RMS is a decision-making powerhouse


Make it easier to decide next best actions

General Notes

Save your detailed information in free form

Templated Notes

Build your customized investment thesis with templates

Email Notes

Organize emailed notes for quicker reference


View highlights of notes for a bird’s eye view


AI Mode

Leverage AI to surface answers easily from your data on EDS

EDS Dashboard

Aggregate quantitative and qualitative data into one single view, coupled with user-friendly customization for improved decision-making.

Centralize intelligence

Integrate market data and notes from Word, Excel, OneNote, Evernote, Slack, Teams, or any other note-taking application.

Digitize and simplify

Custom tagging, dynamic data updates, and deep search capability for transparency and ease.

Templatize output

Custom templates make documentation easy: pre-earnings, post-earnings, tearsheets, marketing, quarterly reporting, etc.

A modern Research Management System (RMS)

Bring quantitative (estimates, models, price-targets) and qualitative information together in one platform that works the way you do.

Robust email, Teams, Slack integration – email in notes, input on an iPad, pull from Excel, Evernote, Outlook, etc.

Configurable templates, tagging, version control and alerts.

Streamlined and automated – Connects directly to Excel, internal data, or third-party applications to ingest and dynamically update fields.

Always up-to-date – Updates in real time from anywhere.

Best practice compliance.

Gain a one-screen view of all key takeaways

Our latest feature snippets” is a powerful approach to communicating important takeaways from each note or meeting, consolidated onto one screen.

Configurable templates for all members of your team

Whether it’s your investment thesis, pre-earnings, post-earnings, or marketing documents, the EDS template engine makes it easy to create the perfect documents for your team. And because its in a centralized platform, connected to all your data (models, market data, etc.), it is always up to date with dynamic content. Say goodbye to old investment docs that are stale.

Crazy fast and deep search – find anything, get as specific as you want, within a few seconds.

Pull data into your RMS, from any internal or external source.

Copy and paste integrated graphics into your notes for easy reference.

Take notes anywhere, updated everywhere, automatically. Started a new note but couldn’t finish? Create, edit or publish drafts so you can bring it back and finish it later.

Our solutions help you determine:

What management is saying about margins last year

Which ideas meet your objectives and when your last touch point was

Which analysts are consistently making the best forecasts and staying up-to date on their names

When the last time you increased your price targets was

The easiest ways to communicate with your investors

How to keep your intellectual property safe

How to stay in compliance

Gain a higher level of conviction when making decisions
  • Use the platform to validate your ideas with all relevant information in front of the entire team
  • Position your idea vs. others in the portfolio for the correct position sizing
  • Use EDS in your investment voting meeting
Digitally transform your investment process
  • Modernize your process with a fully configurable solution based on your winning formula

  • Save time and streamline the entire investment process lifecycle with tightly integrated workflows

  • Aggregate any data – internal, proprietary or third-party sourced – to gain a more holistic view of your portfolio and make decision-making more efficient

  • Increase productivity and drive continuous improvements in your decision-making by understanding your strengths and uncovering your weaknesses with a feedback loop

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