IT & Tech Management

Integrate front-office tools & data with your tech stack

Harness the insights and knowledge from your investment team’s IP with robust APIs.

Key Features
API Integration Suite MySQL Data Sources

The Status Quo

Too often, valuable data is trapped in fragmented systems, isolated silos, and unstructured formats. Manual processes slow down cross-system communication, while the lack of automated data flow causes teams to miss critical investment signals and waste valuable time.

How VerityRMS Helps

VerityRMS provides APIs that enable bidirectional data flow between your research platform and existing systems. Every input has an output. The flexible integration framework allows you to:

  • Integrate the team’s notes, content, and metadata.
  • Automate data synchronization across your tech ecosystem.
  • Create bespoke data sources for real-time information flow.
  • Maintain data governance while enabling seamless access.

How It Works

VerityRMS offers two-way APIs with full CRUD capabilities. Contact your CSM to learn more or consult the in-app documentation to get started.

Step 1. Generate API Key

Permissioned users can create an API key directly within VerityRMS.

Step 2. Create Your Datasource (Optional)

Leverage your firm’s intellectual capital by creating a custom MySQL-based datasource to access the VerityRMS relational database via API. Skip this step if you’re only integrating with existing systems. 

Step 3: Build

Connect your systems using VerityRMS APIs to establish data hooks, push content, and create end-to-end integration with your RMS platform.

Outperformance Starts Here

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

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