Popular VerityRMS Integrations

Users view Verity as the all-in-one productivity environment for taking notes, drafting memos, and more. But with powerful add-ins — like the full suite of Microsoft apps (Office, OneNote) — analysts and PMs have flexibility to also use other preferred productivity tools.

Whether using Verity or 3rd-party solutions, funds benefit from centralizing all research in one repository that:

• Captures necessary context (tags and other metadata).
• Adds structure to your system.

Finally, take your productivity from the office to the home office to the road with Verity’s full-featured native mobile apps for iOS and Android.

No more wondering whether you are acting on the latest intel. Verity integrations with chat & messaging platforms instantly connect teams to the best ideas — in the moment.

Notifications are delivered instantly within the app. Alerts can automatically be delivered via Slack, Outlook, Teams, or others.

Integrations with cloud storage providers ensure Excel models, for example, can be accessed anywhere and opened locally.

Minimize unproductive app switching and increase speed to insights by bringing data from any source into the Verity system. For example, track consensus estimates and review price targets alongside your team’s price targets. Or combine external ESG data with your proprietary data.

Need advanced data visualization? Verity has built-in graphs & charts. But you can also embed apps like Tableau and PowerBI into Verity tearsheets and dashboards via iFrames.

CRM integrations allow you to integrate all your records with a like-for-like view in Verity. If you don’t have a CRM, you can use Verity as your system of record to manage custom data tables, contact records, and stage by stage pipelines.