Castine RMS
Your Edge in Alpha Creation
Achieve market-leading performance with Castine RMS, the Research Management System built for portfolio managers, analysts, and investment teams. Castine transforms complex data into actionable alpha through intuitive design, deep data coverage, and advanced automation, 656empowering your firm to outpace the competition with speed and precision.
Benefits
Unriavaled Data Depth
Access over 3 million entities and 6 million instruments—revealing opportunities others miss through deeper, more connected data.
Frictionless Workflow
Native Microsoft integration enables intuitive uploads and tagging, streamlining processes far beyond rigid alternatives.
Holistic Decision-Making
Unified data streams eliminate silos, delivering a 360° view for faster, more confident investment decisions.
Deeper Research Power
Discover hidden connections with extensive reference data and intuitive discovery tools that sharpen your analytical edge.
Customized Efficiency
Tailored frameworks align with your firm’s unique needs, boosting productivity from day one.
Time-Saving Automation
Advanced pipelines for investment ideas and ESG engagements free up analysts to focus on alpha generation.
Precision Navigation
Dynamic search and filtering tools make insights easy to find, outperforming clunky, less flexible platforms.
Uncompromising Compliance
Robust audit trails, encryption, and access controls exceed regulatory standards and protect your reputation.
Actionable Intelligence
Real-time dashboards deliver clarity and confidence, empowering your team to lead the market.
Future-Ready AI
Predictive analytics and sentiment tools turn data into proactive strategies in fast-moving markets.
Scalable Growth
Flexible integrations evolve with your firm, unlike static systems that limit expansion.
Features
Unified Research Hub
Centralize documents, notes, emails, calendar events, sell-side insights, press releases, and filings in one organized repository.
Effortless Microsoft Integration
Upload and tag directly from Word, Excel, PowerPoint, Outlook, and calendars using advanced add-ins.
Comprehensive Data Aggregation
Ingest market, fundamental, holdings, and custom datasets from default or on-demand sources.
Vast Reference Library
Explore 3M+ legal entities and 6M+ financial instruments with hierarchical links to issuers and funds.
Tailored Data Framework
Align with proprietary models and taxonomies for seamless integration and customization.
Intelligent Workflow Automation
Automate reporting, note-taking, and updates with robust pipelines for tracking ideas, cases, and ESG engagements.
Precision Discovery
Search by ticker, ISIN, or LEI; navigate instruments, issuers, and holdings via grid, card, and calendar views.
Uncompromised Compliance
Ensure transparency with audit logs, encrypted data, and role-based access controls.
Dynamic Dashboards
Build custom visualizations with real-time market data, research insights, and portfolio metrics.
AI-Powered Insights
Use AI for summarization, sentiment analysis, predictive alerts, and trend detection.
Seamless System Integration
Connect to trading platforms, portfolio systems, and third-party providers via APIs, SFTP, and more.