What’s New in VerityRMS? AI Access, Connected Research Capture, & Earnings Workflows | February 2026

Recent updates to VerityRMS help research teams work with confidence and clarity by enabling controlled AI access, expanding research capture, and supporting structured workflows during high-pressure periods like earnings season.

Query VerityRMS from AI Tools Through MCP (Beta)

The MCP (Model Context Protocol) server introduces a new way for compliant AI tools to engage with VerityRMS research. AI clients like ChatGPT and Claude can query internal notes, attachments, and metadata using natural language, giving teams a practical way to explore their own research corpus.

Common use cases include questions like: What has the team written on a company this quarter? Which recent earnings notes are tagged to a specific sector or region? What recommendations or coverage changes resulted from recent meetings?

For firms with strict security requirements, VerityRMS also supports routing AI requests through a custom domain — keeping data on your own infrastructure while still taking advantage of AI capabilities within the platform.

Research Capture Expanded With OneNote Integration

Research often begins in working notes, meeting scribbles, or collaborative drafts long before it becomes shared insight. The OneNote integration brings those working notes into VerityRMS on a regular schedule, preserving structure, attachments, and formatting so teams can build on their work without re-entry or reconstruction.

Administrative controls allow teams to configure how pages are synced and classified, including tagging and visibility settings that reflect internal conventions. Broader capture through OneNote increases the amount of research available for search, summaries, and reporting without changing how analysts work day to day.

A OneNote page synced automatically into VerityRMS. It preserves formatting, tables, and attachments so research stays connected and searchable across the firm.

Search, Summaries, and Export Improvements

Recent enhancements to search and filtering help teams find the right research more quickly as libraries grow. Keyword search, Boolean logic controls across tags and filters, linked object filters, and improved discovery tools support precise retrieval across large research repositories.

AI summaries now incorporate content from attachments alongside note text, and extracted text is available through APIs and export workflows. These capabilities support reporting, recurring analysis, and integration with downstream tools without duplicating effort.

Structured Workflows for Earnings Periods

Earnings season concentrates large volumes of information into a narrow window where speed and consistency matter. VerityRMS earnings workflows support this pace with structured note templates, integrated market data, and dashboards built to track expectations versus actual results across coverage.

A customizable earnings dashboard in VerityRMS. This example tracks call accuracy and volume across analysts and sectors.

Rule-based alerts keep the team aligned — notifying analysts when something is missing and flagging new analysis or shifting metrics for portfolio managers. Because notes, data, and workflows live in one place, teams can review earnings activity by analyst, sector, or time period without piecing information together from separate systems.

Bottom Line

Taken together, these updates bring broader capture, richer access, and clearer workflows into VerityRMS. Teams can focus on decisions backed by firm knowledge, rather than manual coordination, for a stronger foundation for research that compounds over time.

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.