Investment firms struggle with fragmented data across multiple applications and systems. Front-office teams must do unnecessary work to gather intel across multiple data silos. As a result, reporting is manual and inefficient. It creates needless friction and lag across the organization.
IT & Tech Management
Help the front-office connect the dots faster
Optimize front-office data, tech, & research with a flexible data model and comprehensive integration capabilities.
Key Features
Integration Suite
Flexible Data Model
The Status Quo
How VerityRMS Helps
Front-office teams can improve decision-making with a complete investment data mosaic that extends the firm’s existing data architecture, security master, and technology stack while maintaining enterprise security and controls.
How It Works
VerityRMS combines an industry-standard MySQL database with flexible integration options to match your technical requirements. From implementation through daily operations, the platform offers both off-the-shelf convenience and custom flexibility through the No-Code Admin Toolkit.
Step 1. Configure Your Data Model
Build on our out-of-the-box security master or integrate your firm’s existing security master / issuer hierarchy. VerityRMS adapts to your data architecture at a fundamental level — creating the foundation for your research management system.
Step 2. Integrate Your Systems
Take advantage of the VerityRMS integration suite — including REST APIs, SFTP importers, and Microsoft Office add-ins — to create and manage your data mosaic. Connect to internal systems and external data providers through multiple secure channels.
Step 3: Enhance Your Platform
Once core integrations are established, use VerityRMS’s bespoke workflow and reporting capabilities to create automated, end-to-end research processes. Build custom dashboards, alerts, and data flows that work the way your team does.
Outperformance Starts Here
See how Verity accelerates winning investment decisions for the world's leading asset managers.
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