RedQuarry

RedQuarry RMS

4.5 / 5 2 reviews

Who Uses This Software?

Investment consultants, advisors, family office, wealth management, buy side, broker-dealers, umbrella advisors


Average Ratings

2 Reviews
  • 4.5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
  • Training
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • RedQuarry
  • www.redquarry.com/
  • Founded 2014
  • United States

About RedQuarry RMS

An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.


RedQuarry RMS Features

  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Compliance Management
  • Document Assembly
  • Document Conversion
  • Document Delivery
  • Document Indexing
  • Electronic Signature
  • Email Management
  • Forms Management
  • Full Text Search
  • OCR
  • Print Management
  • Version Control

RedQuarry RMS Reviews Recently Reviewed!

Good so far.

Oct 18, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: The software is really easy to use and the ability to find items in the database is better than peers.

Cons: The ability to connect to the analytical systems, customize the database to fit with investment process, and creating a more elegant reporting engine will make this product amazing.

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Unique, affordable, customizable

Oct 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Their commitment to upgrade with new features and the affordability of a product that is unique in the RIA space.

Overall: Productivity, organization, and satisfying compliance requirements.