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

  • Starting Price
    $165.00/month/user
  • Deployment
    Cloud, SaaS, Web
  • Training
    Webinars
    Live Online
    In Person
  • Support
    Online
    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

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks
  • Cataloging / Categorization
  • Collaboration
  • Content Management
  • Data Management
  • Discussion Boards
  • Document Management
  • FAQ
  • Full Text Search
  • Guided Problem Solving
  • Self Service Portal
  • Self-Learning

RedQuarry RMS Reviews


Capterra loader

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.

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.