Athena Enterprise Research Management System

Athena ERMS provides a platform for Equity Analysts and Portfolio Managers that automates the capture and management of internal and external research documents, news, market data, fundamental data and valuation estimates, and it links research to positions and trades (product sheet).


Key Features

• An easy-to-use platform for automatically extracting and managing internal/external research, filings, fundamental, valuation models and history
• Extensive Text/File Extraction and Management Features including Document Management
• Standard equity pricing evaluation models included
• Support for proprietary pricing models as add-ins
• Fundamental Data History with support for automated updates from many data services
• Integration with accounting or data warehouse to provide trade history and current position information
• Ability to link actions with research snapshot
• Extensive asset screening/filtering capabilities