VerityRMS Research Management System

Designed by analysts. Built for high-achieving funds. VerityRMS is the research management system that gives analysts, compliance teams, and portfolio managers more of what they need.

Download VerityRMS Overview PDF

The Research Management System Preferred by Leading Firms Drive productivity, collaboration, and decision-making — without bulldozing your current process.

Capture & Share Ideas

Quickly centralize ideas in the RMS optimized for fund performance.

  • Capture notes quickly with a leading note experience.
  • Data integrations deliver integrated idea gen & portfolio monitoring.

Discover & Consume Research

Find and contextualize research you need, lost, or forgot about.

  • Instantly find what you need with auto-tagging & NLP-enhanced search.
  • Tearsheets & dashboards put research into meaningful context.

Boost Workflows & Collaboration

Debate and discuss recommendations so the best ideas enter portfolios.

  • Analysts collaborate in real-time from anywhere with iOS & Android apps, live document collaboration, and more.
  • Compliance teams gather all research needed for records and auditing — quickly and independently.

See the Path Forward Sooner

Accelerate speed to confidence with more and stronger ideas.

  • Portfolio managers get visibility into idea pipeline progress & task dashboards.
  • At-a-glance, see all buy/sell/hold recommendations with context (price targets and more).

"VerityRMS advanced our workflow by five years in terms of the digitization, efficiency, and speed of it."

Trey Snow

Director of Research, The London Company

Why VerityRMS Research Management System? No other solution is as integrated into the needs of modern funds.

 

Best Where It Matters

VerityRMS is purpose-built for institutional investors. You won’t find a better note-taking tool. Innovations like NLP-assisted search help you find research quickly. Fully-functional mobile apps take productivity anywhere.

Optimized for Collaboration

VerityRMS adds value at individual, team, portfolio, and enterprise levels. From analysts to portfolio managers to compliance & IT.

Won't Stall Your Team

Robust integrations and configurability let you protect your process. Automated workflows accelerate great ideas into the portfolio.

Low-Impact Implementation

There’s never a perfect time to upgrade your research management system. Get up running quickly with your dedicated customer success consultant.

Approved by CIOs & CCOs

With enterprise-grade security and built-in transparency, Verity easily clears IT and compliance requirements.

Truly Modern RMS

Research management systems continue to evolve. VerityRMS leads the way with tech that helps funds stay ahead of the change.

VerityRMS

Integrates With VerityData

With Verity, you can accelerate winning decisions by enhancing idea generation & risk management with VerityData.

Learn how VerityData works with VerityRMS for a seamless investment workflow

Experience the Power of VerityRMS Research Management System

See how Verity accelerates winning investment decisions for the world's leading asset managers.

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