What’s New in VerityRMS? Deeper Integrations, GenAI Improvements, Faster Workflows | November 2025

The latest updates to VerityRMS focus on three areas that matter to you, your team, and your firm: better integrations, improved GenAI, and faster, smoother workflows. All of these improvements are designed to help you connect your research to the tools you rely on, get insights faster, and remove the day-to-day friction that slows work down.

Integrations: A New Public API Puts Your Research Wherever You Need It

You depend on VerityRMS because it fits into your workflow. Not because it asks you to change it. As firms build more AI pipelines, internal tools, and custom portals, the need to connect RMS data to the rest of the ecosystem keeps growing.

The new Public API gives you a more reliable, more flexible way to do that.

What’s New

You can now access the full depth of your RMS note data — metadata, tags, authorship, linked objects, custom fields, attachments, and visibility logic — through a modern, consistent, permission-aware API.

The new Public API supports the most common customer needs:

• Powering internal AI workflows.
• Pulling filtered note sets into third-party tools.
• Displaying real-time research in internal portals.
• Creating scheduled backups for business continuity and compliance.

This gives you more ways to bring RMS research into the systems you already depend on — without manual exports or workarounds.

Related: 14 Ways That Investment Firms Use the VerityRMS API

GenAI: Helping You Get to Insight Faster

GenAI in VerityRMS is built to help you understand your research more quickly and spend less time on tasks that don’t require your expertise. Whether you’re asking questions in AI Chat, scanning a summary, or using tags to organize information, GenAI should help you get to clarity faster.

Recent improvements make core GenAI features more accurate, more context-aware, and easier to rely on.

AI Chat responses can now take note authorship and your identity into account.

What’s Improved

• AI Chat reads structured content, knows their descriptions, understands authorship, and gives better formatted responses.
• Summaries & auto-tagging now use all your rich text content. Summaries can display headers, bullets, and even tables.
• Flexible deployment options (like Azure AI) support your security and governance requirements.

Altogether, these upgrades help you get more value out of the research you’ve already created — and reduce the time spent on tasks that GenAI can handle for you.

Workflow: A Faster, Smoother Work Experience

A research system should help you move quickly — not slow you down. These workflow updates are all about making core actions feel lighter, cleaner, and more consistent so you can stay focused on analysis and decision-making.

What’s Improved

A set of enhancements now make filtering, drafting, navigating, and exporting noticeably faster and more predictable:

• Faster filtering & search: See only relevant note types, understand what’s active at a glance, and switch contexts with fewer clicks.
• Adaptive templates: Conditional defaults adjust automatically based on rating, strategy, or asset class so you see the right structure when you need it.
• Cleaner template design & mobile-ready layouts: Alignment guides and simpler mobile views make both authoring and on-the-go updates easier.
• Better flows across notes, objects, and dashboards: Pre-filled fields, more predictable record creation, and improved tagging keep information moving smoothly.
• Faster exports: Bulk exports and updates run faster, handle larger volumes, and show clear counts before running.
• Easily editable tearsheets & dashboards: Make quick edits by clicking anywhere on a field to start editing, or double-clicking table cells in dashboards, with larger edit windows for long text fields.

Bottom Line

VerityRMS continues to evolve around how you actually work by helping your team connect research to more systems, get insights faster with GenAI, and move through everyday tasks with less friction.

Want to See VerityRMS in Action?

VerityRMS is trusted by global investment teams to modernize how research gets captured, organized, and shared. Watch the on-demand demo or request a custom demo to explore how VerityRMS can improve your workflow.