Insights

Rethinking the Data Terminal: Why Every Investment Professional Doesn’t Need a Premium Data Terminal
For decades, premium data terminals have powered investment professionals. But as AI, cost pressures, and modern workflows reshape the industry, firms need more than market data, they need research infrastructure. Discover why Castine RMS complements premium terminals by centralizing knowledge, reducing costs, and creating an AI-ready foundation for investment management.

AI Investment Research: Building the Intelligence Layer for Human and AI Investors
Investment research has never been more abundant, yet valuable insights remain fragmented across disconnected systems. Castine’s Research Management System (RMS) unifies external investment research with internal knowledge into a single intelligent platform, enabling AI-powered discovery, stronger collaboration, and better-informed investment decisions by transforming fragmented information into connected, continuously enriched investment intelligence.

Research Invoicing: Stop Revenue Slippage and Capture the Full Value of Research
Spinnaker helps research brokers eliminate revenue slippage by automating invoicing, capturing billable activity, improving reconciliation, and delivering globally consistent processes that protect and optimize the full value of research.