See everything that matters on a company or entity

How VerityRMS Helps

With VerityRMS, portfolio managers and analysts can consolidate company level data in one place: estimates and conviction, qualitative notes and perspectives, market data and ratings. In fact, any data that matters to you and is in the system can be consolidated easily and presented to you via tearsheets.

How It Works

Quickly build dynamic tearsheets out-of-the-box or to your exact specification using the No-Code Admin Toolkit. Tearsheets automatically aggregate and display key company data from across your investment process. Each tearsheet centralizes analyst insights, market data, and portfolio metrics in real-time.

Step 1. Pull In Internal Research Data

Your custom tearsheet pulls in the analyst-generated data you want — from analyst price targets and conviction ratings to meeting notes and model outputs.

Step 2. Pull In External Data (Optional)

Integrate live portfolio holdings, market data feeds, and other external sources to enrich your company or entity view. The platform’s data-agnostic architecture means you can incorporate any structured data source your team relies on. S&P Market Data comes standard in VerityRMS.

Step 3: Create Your Tearsheets

Using the No-Code Admin Toolkit, select the data you want to display and how you want to visualize it. Use the drag-and-drop interface to arrange your data elements into an intuitive landing page offering a clear, actionable view of company or entity information.