Track analyst price targets and related investment data in one place to speed up portfolio decision-making.
Finding the latest analyst price targets means digging through emails, documents, and models. Comparing targets across a portfolio or tracking changes over time requires manual work that slows down investment decisions. Reporting is nearly impossible.
With VerityRMS, you can set up a price target workflow that captures data directly from analyst models and templates. Create dashboards showing targets by analyst, portfolio, or your full coverage universe. All without changing how your team works.
See all your price targets in one place, with context tailored to your investment process.
Setting up and integrating your price target tracking is easy and can be customized to match your process.
Add price target fields to note templates. For example, basic target and thesis or detailed bull/base/bear scenarios.
Use the Excel add-in to send target data from models to VerityRMS with one click without changing your existing model formats.
Pull in portfolio positions, pricing, and other data through our API or file imports to show targets in context.
Create tailored dashboards and tearsheets that show targets and supporting analysis at any level — company, portfolio, or full universe.
Your RMS shouldn’t be a dead end. Whether via API or flat file, set up daily exports to automatically update your OMS, PMS, and other tools with the latest target data.
See how Verity accelerates winning investment decisions for the world's leading asset managers.
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