Manage the idea pipeline so the best ideas win

How VerityRMS Helps

With VerityRMS, you can enforce your idea evaluation methodology from initial research through investment decision. Portfolio managers maintain clear visibility into the research pipeline while analysts make sure their ideas are seen — without manual status updates.

How It Works

Choose an out-of-the-box idea pipeline or easily configure to your exact process using the No-Code Admin Toolkit.

Step 1. Design Your Idea Flow

Map out your evaluation stages and set precise criteria for advancement, such as requiring an updated model before an idea can proceed to pipeline.

Step 2. Add Your Data Points

Specify the data and context analysts must provide at each stage of the pipeline, such as thesis, price targets, and more.

Step 3: Build the Dashboard

Build dashboards showing idea status by analyst, sector, or other relevant dimensions.

Step 4: Automate Your Process

Implement rules to automatically advance ideas, trigger notifications, and maintain process discipline without manual oversight.

For example:

• If a stock hasn’t received an update in 30 days, then make it ‘Inactive’ and email the analyst.
• If a company in the Pipeline has a new recommendation note, then move the status to ‘Active.’