Castine Unveils Transformative RMS Upgrade, Redefining Research Management for Asset Managers

RIDGEWOOD, N.J.--(BUSINESS WIRE)--Castine unveiled a major upgrade to its Research Management System, introducing reimagined functionality and the addition of over 100 million financial instrument data elements to its library.

“We’re creating a living, breathing ecosystem where every datapoint contributes to a broader intelligence network,” said Robin Hodgkins

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The current RMS system is used globally by asset managers to organize, tag, and extract value from both internally generated research as well as content received from hundreds of brokers and research providers. The system became part of Castine’s offering following its recent acquisition of Paris-based ResearchPool.

The RMS enhancements include an expanded central repository with full integration into Microsoft Office, enabling users to tag and catalog documents at the point of creation, significantly boosting the efficiency and accuracy of repository-wide searches.

Personalized Intelligence at Scale

Perhaps most revolutionary is the RMS’s ability to reflect each user’s unique research methodology, business rules and relationship network. Instead of requiring professionals to conform to rigid software structures, the RMS now adapts to their individual workflows, serving as a digital extension of their analytical process.

The platform’s newly introduced fund holdings views and interactive corporate hierarchy diagrams deliver unprecedented transparency into complex financial structures. Users can now seamlessly visualize end-to-end parent-subsidiary connections with intuitive clarity that reshapes the investment decision-making process.

“We’re moved beyond simply managing research, we’re creating a living, breathing ecosystem where every datapoint contributes to a broader intelligence network,” said Robin Hodgkins, President of Castine Consulting LLC. “With these new capabilities, and our expanded data library, Castine RMS is now positioned as the ‘command center’ for next-generation research operations.”

The development and rollout of the upgraded RMS were a collaborative effort across teams in France, Portugal, and Argentina. “This has been a true team achievement, showcasing the strengths of our long-standing group and the expanded capabilities we now offer as part of the Castine family,” said Castine Director Pedro Fernandes, former President of ResearchPool who led the design and architecture of the RMS suite.

The enhanced platform will be available to clients beginning September 1st.

About Castine

Castine is a global leader in commission management and research solutions, with over 30 years of experience supporting CSA and research programs. Castine serves more than 500 asset managers and brokers and 2000+ research provider. Offices in the United Kingdom, Europe, Argentina, and the United States.

CastineLLC.com/Solutions