If, as an analyst, you need to start from scratch every time you are putting together your analysis, then you also must make adjacent decisions about format, priority, and structure of information. It slows you down. If, as a portfolio manager, you are receiving recommendations, briefings, and more in a variety of formats, it’s hard to see the signal from the noise.
Analyst Efficiency
Author research with less work, more signal
Write research more efficiently, and in a way that puts your best foot forward.
Key Features
Note Templates
Integration Suite
AI Tools
Status Quo
How VerityRMS Helps
VerityRMS helps analysts author research efficiently while automatically structuring content for optimal portfolio manager consumption. Take advantage of the out-of-the-box and customizable note templates available. Easily capture and share essential information for investments (such as target prices, thesis, upcoming catalysts, ESG indicators, etc.) or calls with expert networks (such as the name of the provider, compliance approval, or point value of call).
AI tools can accelerate data capture, note taking, and summarization.
How It Works
VerityRMS enhances your existing workflow rather than forcing process changes. Implementation follows three key steps:
Step 1. Configure Your Research Templates
Define custom note types and templates through the No-Code Admin Toolkit to capture the exact data points and metadata your investment process requires.
Step 2. Enable Your Preferred Tools
Install VerityRMS add-ins for Office 365 to access full platform capabilities directly within your existing applications, eliminating the need for separate logins.
Step 3. Enhance With AI Capabilities (Optional)
Deploy AI features to automate content tagging, populate template fields, generate summaries, and streamline other routine tasks.
Outperformance Starts Here
See how Verity accelerates winning investment decisions for the world's leading asset managers.
Request a Demo