14 Ways That Investment Firms Use the VerityRMS API

The best research tools don’t just organize information. They connect it. For many of our customers, the VerityRMS API is how they do just that.

Whether you’re building AI workflows, integrating with internal systems, or scaling your research operations, the API gives teams the flexibility to use their research where and how they need it. It’s scalable, secure, and designed to work within the systems your team already uses.

Here are fourteen ways investment teams are putting it to work today.

Powering AI Workflows

For firms building with AI, the VerityRMS API makes it easy to extract research in a format that models can understand. Teams can pass entire notes — including attachments, images, and metadata — directly to a large language model (LLM) or AI application.

Common use cases include:

• Automating recurring updates. One firm sends all notes related to a coverage update to an LLM that generates a draft of the next version with highlighted changes for the analyst to review.
• Extracting structured content for AI tools. Teams use the API to feed research into internal GenAI, allowing them to surface relevant content across note types in a single query.
• Enabling systematic observability. Some teams use the API to monitor the cadence and breadth of note activity across the firm, helping maintain consistent research coverage.

These workflows allow firms to operationalize unstructured content without having to rebuild or export their research into new systems.

Integrating With Internal Systems

For many clients, VerityRMS is one piece of a larger research and reporting stack. The API enables seamless integration with internal tools for compliance, reporting, and research oversight.

Teams use it to:

• Feed dashboards and performance reports. Firms connect VerityRMS to internal databases to track analyst output, team coverage, and analyst attribution (e.g., ideas and price targets) in addition to tools like PowerBI and Tableau for automated reporting.
• Build workflows for compliance and monitoring. Some teams extract the latest updates across specific note types to verify compliance with internal mandates or regulatory requirements.
• Drive internal and external reporting. Clients monitor what the team is working on. For example, how many companies are covered, how often notes are updated, and how communication flows.
• Validate and reconcile data. The API is also used to compare internal records with what’s stored in VerityRMS and flag mismatches or missing data.

By embedding VerityRMS into internal systems, firms gain better visibility and more consistent reporting across teams.

Connecting to Third-Party Platforms

The VerityRMS API makes it easy to extend research into external tools across risk, compliance, and portfolio systems.

Use cases include:

• Trade blotter syncs. One firm syncs a custom trade dashboard with their risk system, using the API to align research tags and trade data.
• Price target integration. Clients extract price targets from VerityRMS to send to their PMS/OMS or market data system. Or vice versa, creating or updating notes in RMS when price targets are set elsewhere.
• Watchlist creation. Teams extract lists of companies that meet specific status criteria to use as internal watchlists or in compliance systems.

These integrations help teams centralize data while staying connected to the platforms they rely on every day.

Automating & Scaling Routine Tasks

The API is a powerful tool for reducing manual work and expanding research workflows.

Examples include:

• Bulk importing content. Some firms use the API to load historical research or feed in external content on an ongoing basis, whether they are onboarding new teams, creating new workflows, or giving users a broader data mosaic within VerityRMS.
• Tearsheets and internal portals. Clients use the API to extract multiple note types and format them into a unified tearsheet view on internal dashboards or portals.
• Accessing note metadata. Teams pull structured metadata (like tags, authors, or timestamps) to organize research or power internal search and filtering tools.
• Reconciling data across systems. The API helps ensure the data saved locally matches what’s in VerityRMS, highlighting exceptions automatically.

These workflows help research teams scale output, reduce manual effort, and adapt quickly to evolving internal needs.

One API, Many Possibilities

The VerityRMS API is flexible, secure, and built to scale with your firm’s needs. It allows investment teams to connect research to the systems and workflows they rely on — whether for AI, compliance, analytics, or collaboration. All data transfers and access are governed by enterprise-grade security controls and aligned with your firm’s permissioning model.

Interested in Learning More?

If you’re already a customer and want to explore what’s possible, reach out to your customer success team member. If you’re not yet using VerityRMS, get in touch to learn more.