Help your investment team share and track meetings and corporate access events in one place.
Investment teams use separate calendars and meeting schedules, which leads to duplicate meetings, missed chances to work together, and wasted corporate access time. Tracking and reporting on events takes extra work.
VerityRMS turns individual calendars into a shared team resource. The platform combines events from all calendars, links them to relevant companies, and lets anyone on the team find them. This helps teams join existing meetings, use corporate access time better, and keep track of all investment events.
When users tag events to companies they follow, the whole team can browse and request to join relevant meetings. For example, if a portfolio manager schedules a meeting with PayPal’s management, other team members can see it and either join the meeting or access the notes afterward. This prevents duplicate meetings and helps teams share information better.
See what's happening across the firm to coordinate meetings. Make best use of your time and company management's.
The calendar works with how you already manage events while making it easier to share them.
Link your Outlook calendar to VerityRMS through your firm’s system or VerityRMS’s own connection. Your Customer Success Manager will help you set it up.
Schedule events in VerityRMS or keep using Outlook with the VerityRMS add-in to sync your events. Both options let your whole team see and report on events.
See how Verity accelerates winning investment decisions for the world's leading asset managers.
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