TAKE CONTROL OF YOUR RESEARCH PRODUCTIONTransform the workflow of your research department to gain more control over your data management, authoring, compliance, and distribution. Combine your analyst model data with FactSet’s market data in a centralized, locally-hosted database. Access the solution from anywhere in the world, taking advantage of support for multi-language outputs, currency, and regional customization.

With RMS Partners, focus on formulating research ideas—not on data entry.

SIMPLIFY YOUR RESEARCH PRODUCTION WORKFLOWCombine pre-defined content and open fields, tailoring them to meet the specific needs of your firm with respect to report types, workflow, and user permissions. Allow both analysts and salespeople to view internal estimates alongside the market consensus all within their current workflows, thanks to the RMS Partners database seamless integration with the FactSet workstation.

RMS PARTNERS FOR RESEARCH

Global Equities/FICC

HTML EmailDistribution

Macro StrategyMarket Data

Feeds/Internal Feeds

AggregatorsRetail

Private Wealth

Data Validation & Quality Control

Calculation Engine

Word/Excel/PowerPoint/HTML Research Authoring

Compliance Module

Sales/External Client Interaction

XML API

Internal Systems External Websites

Centralized Database

Key DataAggregation

Modeling &Analysis

Output To:

Streamline your research process with FactSet RMS Partners’ highly adaptable software package and relational database.

KEY FEATURES:

• Integrate FactSet’s globally-supported database

• Ensure compliance management

• Facilitate contribution and targeted distribution

• Access internal and external API tools

• Work on documents in Microsoft Word, PowerPoint, or our HTML web editor

• Produce outputs in Microsoft Word, Excel, PowerPoint roadshow presentations, PDF, HTML5, or email

• Leverage Excel data extraction tools to create charts, tables, and analysis

MANAGE AND VALIDATE YOUR DATA PRIOR TO PUBLICATIONUpload data from analyst models directly from Excel to your RMS Partners database. Rely on our integrated data validation process to confirm the accuracy of your uploaded data.

Combine your model data with market data and automatically feed both into your local database. Create charts and tables using your proprietary data and develop your own data definitions and formulate business logic based on your preferences. Clearly distinguish between draft data for internal use and live data for external use. Design custom report and presentation templates using the powerful and user-friendly RMS Partners template builder technology. Automatically populate templates and reports with your approved model data and compliance disclosures alongside market data from FactSet and other data providers.

About FactSet: FactSet is a leading provider of financial information and analytic applications to investment professionals around the globe. To learn more about FactSet’s RMS Partners for Research, contact sales@factset.com or visit www.factset.com. Copyright © 2020 FactSet Research Systems Inc. All rights reserved. #13766/0520/FSM312

CREATE REPORTS EFFICIENTLYIncrease communication with your clients by leveraging RMS Partners’ MS Office or web-based tools for authoring and distributing research reports, morning notes, and sector reports.

Streamline all stages of your document workflow including editorial, approval, and compliance directly from the web-based browsing and workflow interface. Quickly create reports, automatically populate your customized templates with data, and seamlessly connect to RMS Partners’ publishing environment, enhancing the efficiency of your authoring processes. Refresh existing documents to return the latest data and maintain strict control over document versions.

FACILITATE DISTRIBUTION OF YOUR RESEARCH DATAManage and distribute your research and model data with automated contributions to electronic publishers, research consolidators, individual clients, internal departments, and your corporate website. Distribute approved model data separately from research reports. Target the distribution of research data creating tailored documents based on your clients’ individual preferences in PDF, email, or HTML5 formats.

TAKE ADVANTAGE OF FACTSET’S SUPPORT RESOURCESReceive extensive training and support from day one, making the RMS Partners solution fully customizable and easy to maintain. Stay on top of regulation changes and technology upgrades with FactSet’s regular system updates. Leverage system resources to make your system changes, add new data items, build new reports, and more.