RedQuarry is an integrated research management suite that seamlessly retains your notes, ranking assessments, and documents. Principals can appreciate the increase in the retention of their firm's intellectual property while client facing professionals can appreciate the ease with which they can access client ready materials.
RedQuarry is not a CRM with a research veneer, it's built from the ground up, for powerful research, seamless data integration and analysis solutions.
RedQuarry keeps all of your information in one place. Our simple document management is the most powerful on the market today
Instant Document Preview
Drag-and-Drop file uploads
Link notes to people and strategies
Notes are the center of great research and in RedQuarry note taking is never more than a click away with Integrated Notes. Start capturing your interactions in a consistent manner, and keep them at your fingertips.
Attendees and mentioned
Note Document Attachments
Note keyword searching
The investment opinion and the process to get there is the heart and soul of every research-oriented firm. RedQuarry blends the best of strict adherence and leaving room for analyst creativity.
Instantly see your firm's Approved Manager list
Manage your research pipeline
Customized asset classes and factors
Track your firm's opinions over time
Maintain your reasonable basis for recommendation
RedQuarry helps you see and understand your investment research activity.
Easily see all firm wide activity at a glance
Highlited Status and Rank
Publish recent notes to a feed
Investment professionals operate in a compliance enviroment: ERISA, 40-act, Dodd-Frank, Labor Department, etc. RedQuarry helps make research compliance a non-issue.
Always up-to-date disclosures
Consistent branded reporting templates
Compliance monitoring rules
Customized reporting templates to match your branding and compliance guidelines
RedQuarry's due-diligence features ensure adherence to requirements every time. No dropped balls, gaps, or holes to backfill.
Due Diligence Calendar
The best system in the world is worthless without a relentless focus on security. RedQuarry is built with software security solutions at the forefront.
256 Bit AES TLS Data Transmission
SOC 1 and SOC 2 SSAE 16/ISAE 3402 Attestations
ISO/IEC 27001:2005 Audit and Certification
RedQuarry's search is the best in the industry saving you time and hassle.
Advanced Saved Search