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MosaicRM Software

By Mosaic Research Management

Empowering world-class proprietary research

No Ratings
$150   USD/user/month
Industries
Financial Services
Business Need
Finance

MosaicRM is a platform for hedge fund and other investment managers to help them improve their proprietary research capabilities. The platform spans investment, compliance, and finance/operations teams, and helps firms do faster, safer research.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Force.com

App Details

Version
Mosaic Research Management/Summer 2011 1.1.0
Listed On
04/25/2014
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 16
Custom Tabs: 13
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/22/2011

Additional Details

For the Investment team, streamline idea generation and collaboration For the Compliance team, consolidate research-related information into one place For the Finance/Operations team, effortlessly manage contracts, payments, and documents With MosaicRM, fund managers are able to: • Track idea generation and due diligence efforts, without analyst data entry • Capture information from more sources, process faster • Increase collaboration while reducing email overload • Save time with easier approvals • Improve record-keeping and reporting by tracking emails and meetings • Better leverage your compliance headcount • Manage contracts and subscriptions more accurately and efficiently • Improve payment accuracy with vendors and brokers • Customize approval processes to reduce back-and-forth communications Contact info@mosaicrm.com to get started.

Need help?

Mosaic Research Management

New York, NY USA

Support Phone212-203-9889
Other ResourcesEmailTerms & Conditions