Portfolio Manager Insights

Extract company-level insights with AI analysis

Query your firm's research for clear, data-backed answers that can reduce bias and speed up decisions.

Key Features
Company Insights No-Code Admin Toolkit OpenAI Integration

The Status Quo

How has financial performance changed over the past three years? What’s the investment rationale? What are the top risks? Getting the answers to company-level questions like these can take significant effort. The intensive process of searching, reading, analyzing, and writing takes time and it can be biased.

How VerityRMS Helps

Designed by research analysts, Company Insights give investment teams instant access to company-level insights and context sourced from your proprietary research and  SEC filings.

The insights are embedded on VerityRMS tearsheets. For transparency, clickable sources are cited at the bottom of each answer. Company Insights allows firms to get a more intelligent understanding of their most important asset – their intellectual capital. 

AI Company Insights 2025

Company-level insights on AAPL include AI-generated answers on the investment rationale, top risks, and more.

How It Works

Step 1. Connect Your AI

Use your firm’s OpenAI instance or VerityRMS’s private OpenAI instance.

Step 2. Select Your Questions

Choose from 20 analyst-reviewed and tested questions or create your own to match your investment approach.

Step 3: Get Your Answers

See the AI-generated insights in company tearsheets, with quick access to verify sources.

Popular Integrations

OpenAI

Connect your instance of OpenAI or Verity's private and secure instance to implement AI in your workflows.

Microsoft Azure AI

Connect VerityRMS to your instance of Azure AI to implement AI in your workflows.

VerityData

Company Insights in VerityRMS are driven by your internal research and enhanced by VerityData's differentiated database of 10-K and 10-Q filings.

Outperformance Starts Here

See how Verity accelerates winning investment decisions for the world's leading asset managers.

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