Build an efficient team process where nothing is missed

How VerityRMS Helps

With VerityRMS, portfolio managers can apply a consistent & efficient process that reduces manual oversight and follow-up. VerityRMS automates administrative workflows through a flexible rules engine that creates notifications, assigns tasks, and updates status based on customizable conditions. For example: 

• If your team hasn’t talked to management in 3 months, then assign a task to the analyst. 
• If a stock in the pipeline hasn’t received an update in 30 days, then give it ‘Inactive’ status.
• If an analyst changes conviction/price target, then send a notification. 
• If a price is within 5% of the target, then send a notification 

The investment team doesn’t have to add steps to their workflow or set up alerts on their calendar. And you’re no longer waiting or wondering about a potential blindspot. The RMS takes on administrative burden, so you and your team can focus on generating alpha. 

How It Works

Step 1. Define Your Conditions

Set up the “IF” part of your rule by choosing what should trigger an action:

• Time-based triggers (e.g., 90 days since last management meeting)
• Data changes (e.g., analyst updates price target)
• Status changes (e.g., stock moves to watchlist)
• Threshold breaches (e.g., price within 5% of target)

Step 2. Configure Your Actions

Choose what happens when your conditions are met. For example: