Speed synthesis and workflows during earnings

How VerityRMS Helps

With VerityRMS, investment managers can easily create and implement earnings workflows. Portfolio managers can standardize processes that align to team best practices. They can then quickly access analyst earnings insights through custom dashboards, while automated alerts highlight important updates. Analysts become more efficient because all of their most important data and notes are in one place. 

How It Works

Step 1. Capture the Earnings Data You Need

What internal data matters most to your earnings process? What insights drive your decisions? Put these front and center by adding fields to your note templates that match how your team thinks about earnings — whether pre- or post-earnings.

Step 2. Layer in Relevant S&P Global Market Data

VerityRMS comes standard with S&P Global Market data so you can automatically populate earnings dates, estimates, fundamentals, and more. This data can be integrated into analyst notes, tearsheets, and dashboard views — no additional vendor agreements required.

Step 3: Watch It All Come Together

Create dashboards and reports that give you exactly what you need at a glance. Track coverage, spot gaps, and watch updates roll in — all from one screen. It’s like having a mission control center for earnings season.

Step 4: Keep Everyone Alerted

Rule-based alerts keep everyone in their best form. Notify analysts if something is missing or needed. Notify PMs when new analysis lands, when important metrics shift, or when something needs attention. You set the rules, and VerityRMS keeps watch.