Investment teams spend countless hours manually searching through research notes to answer complex questions or create summaries. Individual AI chat tools operate in silos, limiting analysts to their personal research without access to firm-wide insights. Teams struggle to surface connections across colleagues’ work, missing critical patterns and institutional knowledge that could inform better investment decisions.
Chat with your firm’s body of research
Ask questions and get immediate, cited answers powered by AI and your firm's collective research and institutional knowledge.
Key Features
AI Chat
OpenAI Integration
No-Code Admin Toolkit
The Status Quo
How VerityRMS Helps
AI Chat transforms your research repository into an intelligent assistant that instantly answers questions using your team’s proprietary insights. The system provides fast, accurate responses with full source attribution, enabling analysts and portfolio managers to quickly extract insights from years of research work.
How It Works
AI Chat uses advanced language models trained to understand investment research, combining powerful search capabilities with natural language processing to deliver relevant answers from your filtered note sets.
Step 1. Enable Through Admin Controls
System administrators can activate AI Chat through the redesigned Generative AI settings page with full control over AI features, including auto-tagging, company insights, note summaries, and rapid-fill note templates.
Step 2. Filter Your Research Universe
Apply date ranges, tag filters, author selections, or other criteria to focus on the specific research notes you want to query.
Step 3. Ask Natural Language Questions
Type complex questions like “What key risks are mentioned in these notes?” or “How has our sentiment on this sector changed over time?”
Step 4. Receive Cited Responses
Get clear, comprehensive answers with direct links to the source notes that informed each response.
Step 5. Generate Instant Summaries
Click “Summarize” to create executive summaries of your filtered note sets without manual review.
Step 6. Ask Follow-Up Questions
Ask deeper questions based on initial responses to uncover additional insights and connections.
Outperformance Starts Here
See how Verity accelerates winning investment decisions for the world's leading asset managers.
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