Portfolio Manager Insights

Get actionable updates across your team & portfolio

See what’s new, see what’s missing, and decide what needs to be done.

Key Features

Dashboards No-Code Admin Toolkit

The Status Quo

Research teams are constantly updating their theses, models, price targets, and more. These updates are what deliver on the promise of their differentiated edge. But tracking all of the important changes in real time is error-prone and time consuming. Key data is buried in emails, documents, notebooks, and models. Reporting is piecemeal and manual. Without centralized data for decision-making, portfolio managers are challenged to make investment decisions quickly and confidently.

How VerityRMS Helps

With VerityRMS, portfolio managers can create dashboards that give them a single view into their portfolio, idea pipeline, and more. The dashboards aggregate only the data and intel they value as part of their decision-making process. VerityRMS gives them the visibility to track and monitor the outputs of the research team as well as any 3rd party data providers – without asking more of their team.

A portfolio overview dashboard, like this example, gives portfolio managers a single view into their portfolio. No need to disrupt the research team or sift through emails.

How It Works

VerityRMS aggregates internal and external data from your research process into real-time portfolio dashboards. Use out-of-the-box dashboards or use the No-Code Admin Toolkit to build views that fit your precise needs.

Step 1. Pull In Internal Research Data

VerityRMS automatically collects analyst updates through research note templates that capture your key data points, like price targets and model outputs.

Step 2. Pull In External Data (Optional)

Add market data, portfolio holdings, and other metrics you need. VerityRMS includes S&P market data and connects to your other data sources through SFTP, API, or Snowflake integrations. VerityRMS accommodates both internal and external data feeds.

Step 3: Create Your Dashboard(s)

Using the No-Code Admin Toolkit, select the data you want to display and how you want to visualize it. Set up rules for alerts when specific changes occur, like price target updates or new research notes on portfolio holdings.

Popular Integrations

Snowflake

Two-way dataset integration and data management between Snowflake and Verity.

Enfusion

Recommendations, price targets, & latest portfolios flow between VerityRMS & Enfusion. Two-way integration via SFTP.

Lightkeeper

Integrate your team’s price targets & investment metrics with Lightkeeper visualizations. Two-way integration via SFTP.

SS&C Eze

Recommendations, price targets, & latest portfolios flow between VerityRMS & SS&C Eze. Two-way integration via SFTP.

S&P

Comes standard with VerityRMS. Make faster decisions when you can see leading global market data alongside your firm's proprietary research.

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