Create workflows & reports without team disruption

How VerityRMS Helps

Transform clunky, manual processes into no-fuss workflows using no-code configuration tools. Build dashboards, automate workflows, and create tailored reporting views — all without changing how teams work. Rely on our veteran team to help build out best practices or implement your own.

How It Works

With the VerityRMS No-Code Admin Toolkit, your team can rapidly configure and deploy your firm’s custom workflows.

Step 1. Consider Your Process

Your RMS should reflect your investment process and best practices. Consider your team’s process, goals, and expectations and use them to guide your RMS implementation. Considerations might include:

• Existing investment workflows.
• Automation opportunities.
• Reporting requirements.
• Data integration points.

Step 2. Configure Your Workflow

Build your workflow, whether through the No-Code Admin Toolkit or with help from your CSM. Examples include:

• Custom note authoring templates with dynamic fields and validation rules.
• Data-driven dashboards with real-time updates (e.g. portfolio- or watchlist-level.)
• Company or entity tearsheets that combine internal and external data.
• Automated reports with flexible formats.

Keep in mind that any integrated data can be used in your workflows.

Step 3: Optimize

Your process is constantly improving. VerityRMS evolves with you. Monitor and improve your implementation:

• Track usage patterns and gather team feedback.
• Adjust workflows based on actual usage.
• Fine-tune data integration processes.
• Deploy updates quickly, often via simple page refreshes.

Step 4: Scale

Expand your implementation as needs grow. You might:

• Add new custom tables and data sources.
• Create additional workflow automations.
• Extend API integrations.
• Deploy new dashboard configurations.