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
Automate
Access updates in real-time from anywhere, and streamline the process
Collaborate
Utilize configurable templates, tagging, version control and alerts
Analyze
Review the data and connect directly to excel, internal data, or third-party applications
Confirm
Support your investment decisions with real data points
Present
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
Snippets
View highlights of notes for a bird’s eye view
AI Mode
Leverage AI to surface answers easily from your data on EDS
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.
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.
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.
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
- 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
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