What’s New in VerityRMS? | April 2025

At Verity, we know research isn’t just about writing things down — it’s about keeping everything connected. From capturing insights and linking ideas to working across tools like SharePoint and Excel, your workflows depend on speed, clarity, and flexibility. 

That’s why our Q1 2025 updates to VerityRMS focus mainly on two key areas: 

• Making notes easier to create, edit, and organize. 
• Expanding how VerityRMS connects with the tools and data sources your team already uses. 

Related: The Winning Playbook for Modern Research Management

Smarter, More Flexible Notes 

The latest updates make note creation quicker, connections between ideas simpler, and editing smoother. 

Faster Note Creation With Smarter Templates

Note templates now do more of the work for you: 

• Fields fill in automatically based on your linked custom object selections. 
• Fields update in real time as you change inputs. 
• Only the most relevant linked objects appear — no clutter. 

New Fields for Tagging and Linking 

We’ve added two new field types to help you keep things organized: 

• Tag Lookup: Search or add tags directly from the template. 
• Custom Object Lookup: Find and link the right object with quick type-ahead search. 

New Editor Toolbar, Font Sizes, & Faster Draft Performance 

With redesigned note templates and other functional improvements, we’ve made it easier to write and edit research notes without interruption: 

• Use # to search and link existing notes more accurately. 
• A persistent formatting toolbar stays in view as you scroll. 
• Font size options (11, 13, 15) give you more control. 
• Editor performance is faster and more reliable overall. 

More Accurate Note Creation From Email

We’ve improved how email-based notes are handled: 

• Send notes directly to designated email addresses to ensure they’re categorized correctly.
• Support for multiple aliases — so addresses like research@yourfirm.com and pmnotes@firm.com both work. 

A Better Way to Manage Contacts

Your contact database is more than a directory—it’s a shared resource that keeps teams aligned. The updated Contact Management experience makes it easier to find and maintain the details that matter. 

• Cleaner table views for faster search and editing. 
• Organized layouts for scanning team and colleague information at a glance. 

Smoother Integrations With Your Tools 

Microsoft Office Add-In Enhancements

Being able to write and share research notes from your team’s preferred apps has always been essential for investment teams. Now you can do even more without switching tabs: 

• Open the latest version of Word, Excel, or PowerPoint files from notes with one click. 
• Create or edit custom objects directly inside the add-in. 
• Excel prompts you to keep your data fresh and in sync with your related note in VerityRMS. 

New SharePoint Integration

Work with SharePoint files directly from VerityRMS: 

• Filter and sort files by type, date, or sharing status. 
• Search by keyword and open files in one click. 
• Create notes from SharePoint files or link back to them with two-way navigation. 

New ISS ESG Data Integration

If your firm subscribes to ISS ESG data, you can now: 

• View and subscribe to collaborative engagements inside VerityRMS. 
• Report on activity using dashboards organized by company, topic, and more. 

Learn more about this integration >> 

Bottom Line

Whether you’re writing a new note, managing contact info, or working across platforms, these Q1 updates are designed to make your day-to-day work smoother and faster. 

Want to See VerityRMS in Action?

VerityRMS is trusted by global investment teams to modernize how research gets captured, organized, and shared. Watch the on-demand demo or request a custom demo to explore how VerityRMS can improve your workflow.