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.

research management suite
document management

1

DOCUMENT MANAGEMENT

RedQuarry keeps all of your information in one place. Our simple document management is the most powerful on the market today

  1. Document Versioning

  2. Instant Document Preview

  3. Drag-and-Drop file uploads

  4. Link notes to people and strategies

  5. Outlook Integration

integrated notes

2

INTEGRATED NOTES

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.

  1. Quick Notes

  2. Attendees and mentioned

  3. Note Document Attachments

  4. Note keyword searching

process and opinions

3

PROCESS & OPINIONS

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.

  1. Instantly see your firm's Approved Manager list

  2. Manage your research pipeline

  3. Customized asset classes and factors

  4. Track your firm's opinions over time

  5. Maintain your reasonable basis for recommendation

RedQuarry provides investment research activity insights

4

MANAGEMENT & INSIGHTS

RedQuarry helps you see and understand your investment research activity.

  1. Easily see all firm wide activity at a glance

  2. Highlited Status and Rank

  3. Publish recent notes to a feed

investment compliance environment

5

COMPLIANCE

Investment professionals operate in a compliance enviroment: ERISA, 40-act, Dodd-Frank, Labor Department, etc. RedQuarry helps make research compliance a non-issue.

  1. Always up-to-date disclosures

  2. Consistent branded reporting templates

  3. Compliance monitoring rules

  4. Customized reporting templates to match your branding and compliance guidelines

due diligence made easy

6

DUE DILIGENCE

RedQuarry's due-diligence features ensure adherence to requirements every time. No dropped balls, gaps, or holes to backfill.

  1. Due Diligence Calendar

  2. Packet Builder

a secure rms

7

SECURE ENCRYPTED DATA

The best system in the world is worthless without a relentless focus on security. RedQuarry is built with software security solutions at the forefront.

  1. 256 Bit AES TLS Data Transmission

  2. SOC 1 and SOC 2 SSAE 16/ISAE 3402 Attestations

  3. ISO/IEC 27001:2005 Audit and Certification

search and filtering

8

SEARCH & FILTERING

RedQuarry's search is the best in the industry saving you time and hassle.

  1. Quick Nav

  2. Content Filtering

  3. Advanced Saved Search