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 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.
• Understand and improve outcomes with feedback from deep analytics.
• 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.
• Navigate with confidence using advanced search capabilities and artificial intelligence built-into the platform.
• Integrate your research management into the entire investment process, including idea generation, portfolio construction, risk management, performance attribution and ESG workflows.
• Save countless hours a day by leveraging the latest AI technology to capture zoom transcripts and generate AI-enabled summaries, as well as natural language processing functionality within the investment processes with ChatGPT.
• Join like-minded clients like Citadel, SAC and Tiger spins.