Code Red Releases iOS Application V2.0 - Highlights of the Application Include Support for the MobileIron™ Platform and Custom Fields and Templates

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Code Red, Inc., the leading technology provider of research management systems, announces the release of the iOS app v2.0 for iPad and iPhone, emphasizing Code Red’s continued commitment to advanced mobile capabilities with both online and offline modes. The app features MobileIron™ integration, custom fields and templates, document exchange with iOS apps, and improved ease of use.

The iOS app for iPad and iPhone adds MobileIron™ to our supported security vendors, delivering greater security to BYOD programs. Among the security enhancing features are access authorization, data protection for firms’ proprietary data, data leakage control, and application retirement. In the Apple® App Store, the iOS app will show as separate applications for the MobileIron™ and Good Technology™ platforms.

The app extends basic note taking to support richer use of custom fields and entry forms, as well as comments and collaboration on research and documents. Firms can configure entry templates capturing the essential material to best suit their investment processes on the desktop, web, and mobile app. For example, changing an investment’s price target might trigger a compliance process requiring the completion of ten additional fields.

Several ease of use features have been added, such as saving drafts from the editor and capturing images from the Apple® Camera app. With the upcoming OCR capabilities of Code Red RMS™, all images will be indexed for searching, including embedded images in attachments. Documents from iOS apps, such as Adobe™ and Apple® Mail, can now be imported. The update also adopts the iOS 7.0 user experience.

“Our clients have asked us to match the basic note taking features seen in popular retail packages, and extend our rich configuration model out to mobile devices. End users are not required to be connected to the firm’s server to use our iOS application. Notes are downloaded to the device for offline reading and editing,” said Code Red CIO Dwight Wyatt. “Over half of our development staff is now committed to mobile and web application development. This is our second major release on our mobile roadmap, but still just the beginning of several waves that are currently in progress.”

About Code Red, Inc.:
Code Red is the leading technology provider of research and contact management solutions to the global investment management community. Code Red RMS™ is an enterprise tool that supports document and research management, and allows firms to implement proprietary workflows alongside integrated internal and third party data to efficiently carry out their investment processes. Analysts can access research, documents, and contacts while travelling and then capture their own comments, notes, and files. CIOs and portfolio managers can enforce firm business and compliance objectives, report to clients with CRM features, and oversee the firm’s intellectual assets. Code Red RMS™ is implemented at asset managers, consultants, endowments, foundations, fund of funds, hedge funds, insurance companies, mutual funds, pension funds, private equity firms, and sovereign wealth firms around the world. Code Red was established in 2004 in Boston and has corporate offices in Hong Kong, London, and New York. For more information, contact Jaime Bean at (212) 867 6364 or visit our website at

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Jaime Bean
Code Red Inc.
+1 (212) 867-6364
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