Calibre Financial Technology
AI-powered research management system for asset managers and institutional investors, integrating ESG and active ownership workflows.
Overview
CalibreRMS is a research management platform designed for institutional investment teams, asset managers, and portfolio managers. The system enables teams to create, share, and analyze investment research through features including Excel-based modeling with version control, intelligent notes with AI-powered generation from earnings calls and broker comparisons, and customizable scorecards for thesis tracking and business quality analysis.
The platform integrates ESG and active ownership workflows, proxy voting, engagement tracking, and stewardship reporting alongside traditional investment research. CalibreRMS Intelligence provides AI capabilities using models from Azure OpenAI, OpenAI, Anthropic, Google, and AWS, with grounded answers sourced from attached documents and audio, role-based access control, and cost governance through configurable API keys.
Key Features
- + AI-powered research generation with custom prompts for earnings calls, broker comparisons, ESG reviews, and proxy research
- + Institutional Excel modeling with check-out/in, version history, read-only distribution, and published time-series
- + Intelligent scorecards for thesis tracking, business quality, Porter's Five Forces, and checklists linked to models
- + ESG and stewardship integration with engagement tracking, proxy voting, and carbon intensity reporting
- + Portfolio insights with decision logs, conviction analysis, position-level process tests, and red flags
- + Third-party data integration with consensus comparisons and drill-through to forecast changes