Stay in the know on important developments across the firm. Real-time, daily, or weekly.
Real-time alerting and knowledge transfer are impossible when investment notes and data are being published across various systems and communicated via email and/or saved in static data stores. The result? Portfolio managers and compliance miss out on decision-making insights.
With VerityRMS, you can integrate automated alerts and actions based on team preferences and processes — in a delivery medium of their choosing.
Setting up email alerts is simple and straightforward. In this example, a PM gets alerted to new ideas & recommendations, new meetings, new reports & model updates and also gets weekly updates sharing all research notes.
Here are a few common ways to set up alerts and notifications.
VerityRMS lets users set up their own real-time, daily, or weekly alerts. You can configure these based on note type, keyword, users, and much more. Just navigate to Saved Searches on your Nav bar to get started.
Rules allow for data-driven actions based on your unique RMS process. For example, want to know if an Expert Call note comes into VerityRMS with missing metadata? Want to alert portfolio managers when a price target is within 5% of the “buy price” for a given idea. The Rules Engine in the No-Code Admin Toolkit empowers your firm with granular, data-driven alerting.
Get in touch with your customer success manager to set this up.
Though not always necessary, VerityRMS can integrate data into other platforms. Many of the above alerting examples, and more, can be delivered via file feed and/or API.
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