How Castine’s RMS is Setting a New Industry Standard

How Castine LLC’s Next-Generation RMS Is Shaping the Future of Asset Management

In today’s dynamic asset management world, where information never stops flowing and decisions are made in the blink of an eye, investment teams face mounting pressure to process vast amounts of data, uphold rigorous compliance standards, and collaborate seamlessly across often-disconnected systems. In this environment, a powerful Research Management System (RMS) is no longer a luxury but a necessity.

As 2025 comes to a close, Castine LLC has set a new benchmark for RMS solutions. Fueled by its strategic acquisition of Paris-based ResearchPool in early 2025, Castine’s platform has evolved into a comprehensive hub that centralizes investment research, data, and collaboration—all under one roof.

The Evolution: From Acquisition to Innovation

Many asset managers are constrained by RMS platforms that operate in silos, disconnected from vital data, commission, and governance workflows. Castine’s acquisition of ResearchPool accelerated its mission to bridge these gaps.

By merging ResearchPool’s research management expertise with Castine’s legacy in commission management, the combined team swiftly delivered innovative features and tangible operational advantages. As Robin Hodgkins, President of Castine Consulting LLC, says, “We’re creating a living, breathing ecosystem where every data point contributes to a broader intelligence network.”

Today, Castine RMS serves as the command center for modern investment research operations, offering flexibility that adapts to each firm’s unique data ecosystem and proprietary workflows—setting it apart from more rigid competitors.

What Makes Castine RMS a Game Changer

Unified Source of Truth

Pain Point: Research scattered across emails, shared drives, and disconnected tools leads to duplication, inconsistent information, and operational risk.

With Castine RMS, all broker research, documents, emails, calendars, portfolios, market data, datasets, transcripts, and more are consolidated into a single, unified interface, while preserving original source forms. No more digging through emails or folders—portfolio managers, analysts, and compliance teams can instantly access what they need, unlock insights faster, and make sharper, less risky decisions.

Comprehensive Multidimensional Reference Data

Pain Point: Poor mapping of entities and instruments undermines search accuracy, analytics, and compliance.

Castine’s extensive and multidimensional repository covers over 3 million corporates, 10 million related financial instruments, and 50 million listings—each with more than 50 attributes per record. Research materials are aggregated at the corporate level rather than fragmented across individual listing tickers belonging to the same entity. This rich data backbone allows precise tagging and linking of research materials, reducing errors, improving searchability, and ensuring decisions are both compliant and data-driven. Their interconnected model enables intuitive navigation and maximizes the power of AI.

Broad and Reliable Financial Data

Pain Point: Investment decisions often rely on fragmented or inconsistent market data.

Supporting over 70,000 securities on more than 60 global exchanges—including equities and ETFs—Castine RMS delivers , intraday and end-of-day prices, and up to 30 years of historical data. With access to fundamentals, ratios, earnings transcripts, news, and analyst estimates, users can make informed decisions with greater confidence, even in volatile markets.

Interactive Corporate Structure Visualizations

Pain Point: Assessing complex corporate hierarchies and group exposures is difficult with static documents.

Castine RMS’s dynamic, interactive diagrams shed light on parent-subsidiary relationships and group credit exposures, making even the most complex structures easy to understand. These visualizations are invaluable for credit analysis and equity research, helping uncover hidden risks and opportunities for faster, more informed decisions.

Centralized Fund Holdings and Exposures

Pain Point: Siloed holdings data limits transparency and slows down risk analysis.

A single, up-to-date repository for fund holdings provides granular visibility across portfolios. Users can drill down by fund, instrument, or corporate entity to analyze exposures, track activities, and manage risk more effectively. This is especially beneficial for firms overseeing multiple funds or complex structures, boosting decision-making, reducing operational risk, and improving team collaboration.

Deep Microsoft Office Integration

Pain Point: Valuable research often created in Office tools remains poorly captured in RMS platforms.

Castine RMS offers seamless integration with Microsoft Office—Outlook, Word, Excel, OneNote, and PowerPoint—allowing users to tag and organize research at the point of creation. Notes, emails, and documents are instantly captured and classified within familiar interfaces, reducing context switching, enhancing search accuracy, and boosting productivity so professionals can focus on analysis and decisions.

Customizable Data Model Tailored to Your Firm

Pain Point: One-size-fits-all models force firms to adjust their processes to the system.

Castine RMS is designed to reflect each firm’s unique terminology and data model, enabling customized categorization and research enrichment within a familiar structure. This reduces the learning curve and supports unique workflows, ensuring a scalable, adaptable solution unlike rigid alternatives.

Efficient Search and Filtering

Pain Point: Finding trustworthy information becomes slower and more uncertain as research volumes grow.

With Castine RMS’s full-text search and highly relational metadata, users can find what they need quickly and precisely. Identifier-based searches (tickers, ISINs, LEIs) help pinpoint and retrieve reliable information instantly.

Structured Pipelines for Alpha Generation

Pain Point: Investment ideas and ESG engagements are tracked informally, hampering progress and limiting visibility and governance.

Castine RMS transforms scattered efforts into structured pipelines for capturing and governing investment ideas, opportunities, and ESG engagements. Firms gain full transparency into status, progress, and next steps, fostering discipline, flexibility, and stronger collaboration.

Real-Time Dashboards for Actionable Insights

Pain Point: Complex datasets are hard to interpret quickly using static reports.

Castine RMS’s customizable dashboards turn complex financial data into actionable, multi-dimensional views by corporation, fund, or theme. Professionals get real-time visibility into key activities and insights, accelerating understanding, reporting, and decision-making.

AI-Powered Summarization and Context-Aware Chat

Pain Point: Professionals spend excessive time reading and synthesizing large volumes of research.

Harnessing advanced language models, Castine RMS delivers precise summarization and context-aware chat for all research materials and metadata. This streamlines knowledge reuse, accelerates insight discovery, and frees professionals from manual synthesis.

Best-in-Class API for Seamless Integration

Pain Point: Disconnected systems create manual handoffs, duplication, and governance gaps.

Castine RMS offers a secure, standardized global API that connects with upstream and downstream tools—including LLMs, OMS/PMS platforms, data providers, repositories, and analytics apps. This enables bi-directional exchange of research, metadata, and workflow events, virtually eliminating manual handoffs and duplication.

Empowering Investment Teams with Real-Time Insights, Seamless Integration, and Intelligent Automation

The investment research landscape is evolving rapidly. Regulatory changes, a surge in ESG integration, the advent of AI, and the push to manage growing data volumes and hybrid teams are redefining RMS needs. Castine RMS meets these demands with an extensive data library and unmatched adaptability.

Unlike legacy systems, Castine RMS delivers “operational alpha”—streamlining processes and freeing teams to focus on high-value analysis and strategic decisions.

The Bottom Line: Turning Research into Results

At its core, Castine RMS empowers investment teams to transform research into real results. By centralizing data, enabling real-time collaboration, powering workflows, and providing intuitive visualizations, it streamlines both investment and engagement processes. Users report fewer silos, stronger idea generation, and improved compliance—driving better performance.

As 2025 ends, Castine RMS stands at the forefront of research management technology. Interested in a firsthand look? Book a personalized demo to discover how Castine RMS can revolutionize your investment research.