Feb 18th 2018 - by Patrick Adrian, CFA
We’re very excited about new features in RedQuarry.
In some cases, starting with a note template can be a nice way to create consistency if your research process has structured elements that you want your team to capture. Similar to assessments, you can now define templates for each note type you have in RedQuarry.
Instead of building in a million custom fields in our database schema, we leveraged our integration platform to allow firms to define their own custom fields for any entity type in RQ (Companies, Strategies, Projects, People). This separates concerns from an architecture perspective while still allowing for very specific customization on a firm by firm basis.
Only want a Due diligence rule to be One-time? Now you can. We also added rolling 12, 24, and 36 months as options as well.
RedQuarry's cutting-edge research management software is used by leading investment firms around the world to manage their investment process, due diligence files, documents, reporting, and research compliance.