Unite Your Workflows With VerityRMS

VerityRMS automatically captures price targets, estimates, etc., from your team’s models – with any customization – via two-way integration.

• -Track model data across team & coverage, seamlessly.
• -Join model data to portfolios and other datasets.
• -Reduce duplicative efforts by analysts.

Full-featured mobile experience across iOS & Android devices.

• -Author research quickly — online or offline.
• -Share research, make comments, and get alerts.
• -Access all content, contacts, & custom workflows.

• Instantly send notes from OneNote to VerityRMS.
• Automatically track note version history.
• One-way integration (data in) via API.

Manage events and extract event data with Outlook calendar integration in VerityRMS.

• -Create/manage events from VerityRMS to Outlook.
• -Join events & add to Outlook cal. from VerityRMS.
• -Embed Outlook calendars in VerityRMS.

Two-way integration via API and email.

• -Send notes to VerityRMS via Outlook add-in.
• -Send emails to & from VerityRMS, with AI auto-tagging.
• -Get automated alerts sent to your email.

Powerpoints are fully searchable and collaborative in VerityRMS.

• -Single-click to submit to VerityRMS.
• -Auto-tracks version history.
• -Instantly search all Presentation content.
• -Comment & markup Presentations.

Stay up-to-the-minute on the latest research with VerityRMS + Slack.

• -Get RMS alerts in devoted Slack channel.
• -Search the RMS via keyword or tag.
• -Share RMS notes to Slack.

Author research, find content, get updates, and more. Two-way integration via API.

• -Get VerityRMS alerts in Teams.
• -Search VerityRMS within Teams.
• -Create VerityRMS notes within Teams.
• -Leverage two-way comment sync.

Author notes and documents in Word and share to VerityRMS with a click. One-way integration (data in) via API.

• -Send Word docs to VerityRMS.
• -Search Word docs from VerityRMS.
• -Built-in versioning with VerityRMS.

Create and manage Zoom details with new and existing events.

• -Create/manage Zoom meetings in VerityRMS.
• -Associate Zoom meetings with calendars/events.
• -Join meetings from VerityRMS.

Instantly make PDFs more searchable and collaborative in VerityRMS.

• -One-click submit PDFs to VerityRMS.
• -Search PDFs instantly in VerityRMS.
• -Comment/collaborate on PDFs in VerityRMS.

Instantly send notes from Evernote to VerityRMS. One-way integration (data in) via API.

Recommendations, price targets, & latest portfolios flow between VerityRMS & Enfusion. Two-way integration via SFTP.

• -Pass VerityRMS idea & price target data to Enfusion.
• -Integrate real-time portfolios into VerityRMS.
• -Join portfolio data with model data & any RMS datasets.

Integrate your team’s price targets & investment metrics with Lightkeeper visualizations. Two-way integration via SFTP.

• -Pass idea & price target data to Lightkeeper.
• -Pull Lightkeeper metrics/visuals into VerityRMS.
• -Create alert workflows with investment data in VerityRMS & Lightkeeper.

Recommendations, price targets, & latest portfolios flow between VerityRMS & SS&C Eze. Two-way integration via SFTP.

• -Pass VerityRMS idea/price target data to SS&C Eze.
• -Integrate portfolios for actionable workflow.
• -Join portfolio data with model data and any RMS datasets.

Get more actionable insights with market & fixed income data. One-way integration (data in) via API.

• -Bring Bloomberg issuer hierarchies into VerityRMS.
• -Pull market data into RMS for use in workflows.
• -Join Bloomberg data with other integrated datasets.

Make faster decisions with leading market data & fundamentals alongside your investment research.

• -Bring S&P data into portfolio/price target workflows.
• -Track & report on estimates across coverage.
• -Screen companies/visualize notes across price charts.

Access exclusive insights on corporate insider activity and more from dashboards within VerityRMS.

Get the most accurate data picture with estimates from Visible Alpha. One-way integration (data in) via SFTP.

• -Pass Visible Alpha estimates data to VerityRMS.
• -Join Visible Alpha data with VerityRMS datasets.
• -View analyst model data with estimates for a clearer picture across coverage.

Taking notes during earnings calls is easy with VerityRMS and Aiera. One-way integration (data in) via API.

• -Get updates on past, live, upcoming events in RMS.
• -Improve note-taking & earnings workflows.

Add context and more seamless reporting by integrating proxy history into VerityRMS. One-way integration (data in) via SFTP.

• -Automatically join proxy voting with portfolio data.
• -Report voting activity at company/portfolio levels.
• -Build configurable reports with multiple datasets in one view.

Add context and more seamless reporting by integrating proxy history into VerityRMS. One-way integration (data in) via SFTP.

• -Automatically join proxy voting with portfolio data.
• -Report voting activity at company/portfolio levels.
• -Build configurable reports with multiple datasets in one view.

View and report on ESG data alongside VerityRMS datasets. One-way integration (data in) via API or SFTP.

• -Join MSCI data with portfolio data & other datasets.
• -Create VerityRMS dashboards with MSCI ratings.
• -Visualize ESG ratings on VerityRMS tearsheets.

View and report on ESG data alongside your VerityRMS datasets. One-way integration (data in) via API or SFTP.

• -Join Sustainalytics data with portfolio data/other datasets.
• -Create VerityRMS dashboards with ESG ratings.
• -Visualize ESG ratings on VerityRMS tearsheets.

Generate reports and monitor progress with VerityRMS and Power BI. Two-way integration via API or SFTP.

• -Push your RMS data to Power BI.
• -Pull charts/visuals into RMS tearsheets/dashboards.

Monitor progress and generate reports with VerityRMS and Tableau. Two-way integration via API or SFTP.

• -Push your RMS data to Tableau.
• -Pull charts/visuals into RMS tearsheets/dashboards.

Make Sharepoint documents instantly more searchable & collaborative in Verity. One-way integration (data in) via API.

• -Create notes & docs in VerityRMS from Sharepoint.
• -Instantly search & comment on Sharepoint docs.
• -Integrate Sharepoint docs with RMS datasets.

Two-way dataset integration and data management between Snowflake and Verity.

• -Pull VerityRMS data tables into Snowflake.
• -Push Snowflake data tables to VerityRMS.
• -Join datasets within Snowflake or RMS dashboards.

Automate contact management and bring context to investment research. One-way integration (data in) via API or SFTP.

• -Manage/integrate Affinity contacts in VerityRMS.
• -Track deal flow/associate VerityRMS notes to deals.
• -Manage/report on due diligence, notes across deal & company lifecycles.

Integrate deal flow and contacts with your VerityRMS research and notes. One-way integration (data in) via API or SFTP.

• -Track/associate VerityRMS notes w/DealCloud deals.
• -Visualize/report on deals in VerityRMS dashboards.
• -Manage/integrate DealCloud contacts in VerityRMS.

Contacts, opportunities, and more flow from Salesforce to VerityRMS. One-way integration via API or SFTP.

• -Track/associate VerityRMS notes w/opportunities.
• -Visualize/report on opportunities in RMS dashboards.
• -Manage/integrate SFDC contacts, relationships in VerityRMS.

Integrate your firm’s authentication best practices and manage access in VerityRMS.

• -Leverage SAML2.0 authentication in VerityRMS.
• -Integrate VerityRMS authentication w/existing stack.
• -Manage user access and permissions.