Analysts work efficiently in popular note authoring tools while ensuring all content is centralized and searchable.
Investment analysts develop specific workflows and shortcuts that maximize their efficiency across various applications — whether they’ve memorized shortcuts in Excel or are partial to Word formatting. Traditional research management solutions often force teams to abandon these productive habits, leading to reduced efficiency, user resistance, and spotty adoption.
VerityRMS integrates directly with popular analyst tools, allowing them to maintain their workflows while automatically capturing, organizing, and securing their research content. This approach ensures complete content capture without disrupting productivity.
VerityRMS automatically captures relevant price targets, estimates, etc., from your team’s models with the Excel add-in. Portfolio managers and analysts can easily analyze and track underlying data over time.
VerityRMS connects with your existing tools through robust integrations and Microsoft Office add-ins to deliver an authoring experience that flexes to your team’s needs.
Easily install out-of-the-box Microsoft Office add-ins, such as Word and Excel.
Configure the VerityRMS Front Sheet (the cover page for investment reports and research documents) functionality to automatically extract key data points from your models, eliminating duplicative data entry while enhancing reporting capabilities.
Use the No-Code Admin Toolkit to easily adjust templates, workflows, and integrations as your investment process changes and matures.
See how Verity accelerates winning investment decisions for the world's leading asset managers.
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