VerityRMS Integrations

Unite Your Workflows With VerityRMS

With more integrations than any other RMS provider, VerityRMS becomes your central hub for productivity, collaboration, and decision-making.

Popular Integrations

Microsoft Office

Power individual productivity with VerityRMS's full-suite of Office integrations. Send content into VerityRMS from Outlook, Excel, Word, and more.

Snowflake

Aggregate data for better decision-making with the two-way dataset integration and data management available with Snowflake + VerityRMS.

Enfusion

Portfolio management is made easy with VerityRMS integrations with Enfusion, SS&C Eze, and more. Recommendations, price targets, and latest portfolios flow to and from Verity.

VerityData

Bring differentiated data, analytics, and research into VerityRMS through the VerityData integration. See real-time research covering corporate insider activity on the companies you follow.

Power BI

Build your data story with two-way integrations between Verity datasets and PowerBI + Tableau.

Outlook Calendar

Manage events and extract event data with the Outlook calendar integration in Verity.

S&P

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

Power productivity, collaboration, & firm-wide edge. Elevate your tech ecosystem with VerityRMS, providing integrations that unite people, tools, and processes.

Individual Productivity

VerityRMS is the all-in-one productivity environment for taking notes, drafting memos, and more. With powerful add-ins — like the full-suite of Microsoft apps — analysts and PMs can use other preferred tools.

Team Collaboration

Always act on the latest intel. VerityRMS integrations with video conferencing, chat, & messaging platforms instantly connect teams to the best ideas — in the moment.

Fund-Wide Edge

Minimize unproductive app switching and increase speed to insights by bringing market, ESG, and other third-party data into one view with VerityRMS.

Standard Integrations

Sort by type using the filter below. Click on each card for details. Not finding what you need? Contact us

Productivity & Collaboration

Excel

Productivity & Collaboration

Always Act on the Latest Model Data

VerityRMS automatically captures price targets, estimates, etc., from your team’s models – with any customization – via two-way integration.

  • -Track model data across team & coverage, seamlessly.
  • -Join model data to portfolios and other datasets.
  • -Reduce duplicative efforts by analysts.

 

Productivity & Collaboration

Native Mobile Apps

Productivity & Collaboration

Insights Always Close at Hand

Full-featured mobile experience across iOS & Android devices.

  • -Author research quickly — online or offline.
  • -Share research, make comments, and get alerts.
  • -Access all content, contacts, & custom workflows.
Watch Mobile Overview
Productivity & Collaboration

OneNote

Productivity & Collaboration

From OneNote to VerityRMS. Effortlessly.

  • Instantly send notes from OneNote to VerityRMS.
  • Automatically track note version history.
  • One-way integration (data in) via API.
Watch Video
Productivity & Collaboration

Outlook (Calendar)

Productivity & Collaboration

Better Manage Team Meetings & Events

Manage events and extract event data with Outlook calendar integration in VerityRMS.

  • -Create/manage events from VerityRMS to Outlook.
  • -Join events & add to Outlook cal. from VerityRMS.
  • -Embed Outlook calendars in VerityRMS.

 

Productivity & Collaboration

Outlook (Email)

Productivity & Collaboration

Enhance Your Inbox & Outbox With VerityRMS

Two-way integration via API and email.

  • -Send notes to VerityRMS via Outlook add-in.
  • -Send emails to & from VerityRMS, with AI auto-tagging.
  • -Get automated alerts sent to your email.
Productivity & Collaboration

Powerpoint

Productivity & Collaboration

Presentations Get Actionable With VerityRMS

Powerpoints are fully searchable and collaborative in VerityRMS.

  • -Single-click to submit to VerityRMS.
  • -Auto-tracks version history.
  • -Instantly search all Presentation content.
  • -Comment & markup Presentations.
Productivity & Collaboration

Slack

Productivity & Collaboration

Elevate the Latest Intel With Slack + VerityRMS.

Stay up-to-the-minute on the latest research with VerityRMS + Slack.

  • -Get RMS alerts in devoted Slack channel.
  • -Search the RMS via keyword or tag.
  • -Share RMS notes to Slack.
Productivity & Collaboration

Teams

Productivity & Collaboration

Productivity Flows With VerityRMS + Teams

Author research, find content, get updates, and more. Two-way integration via API.

  • -Get VerityRMS alerts in Teams.
  • -Search VerityRMS within Teams.
  • -Create VerityRMS notes within Teams.
  • -Leverage two-way comment sync.
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Productivity & Collaboration

Word

Productivity & Collaboration

Your Docs Get Discoverable With VerityRMS

Author notes and documents in Word and share to VerityRMS with a click. One-way integration (data in) via API.

  • -Send Word docs to VerityRMS.
  • -Search Word docs from VerityRMS.
  • -Built-in versioning with VerityRMS.
Productivity & Collaboration

Zoom

Productivity & Collaboration

Meetings Get Easier With VerityRMS + Zoom

Create and manage Zoom details with new and existing events.

  • -Create/manage Zoom meetings in VerityRMS.
  • -Associate Zoom meetings with calendars/events.
  • -Join meetings from VerityRMS.
Productivity & Collaboration

Adobe Acrobat

Productivity & Collaboration

Your PDFs Flow Between Adobe & VerityRMS

Instantly make PDFs more searchable and collaborative in VerityRMS.

  • -One-click submit PDFs to VerityRMS.
  • -Search PDFs instantly in VerityRMS.
  • -Comment/collaborate on PDFs in VerityRMS.

 

Productivity & Collaboration

Evernote

Productivity & Collaboration

Author Notes Your Way

Instantly send notes from Evernote to VerityRMS. One-way integration (data in) via API.

Portfolio Management

Enfusion

Portfolio Management

Portfolio Management Made Easy

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

  • -Pass VerityRMS idea & price target data to Enfusion.
  • -Integrate real-time portfolios into VerityRMS.
  • -Join portfolio data with model data & any RMS datasets.
Portfolio Management

Lightkeeper

Portfolio Management

Your Portfolio. Managed With Lightkeeper + VerityRMS.

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

  • -Pass idea & price target data to Lightkeeper.
  • -Pull Lightkeeper metrics/visuals into VerityRMS.
  • -Create alert workflows with investment data in VerityRMS & Lightkeeper.
Portfolio Management

SS&C Eze

Portfolio Management

Better Portfolio Management Workflows

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

  • -Pass VerityRMS idea/price target data to SS&C Eze.
  • -Integrate portfolios for actionable workflow.
  • -Join portfolio data with model data and any RMS datasets.

 

Market Data

Bloomberg

Market Data

Where Market Data Integrates With Insights

Get more actionable insights with market & fixed income data. One-way integration (data in) via API.

  • -Bring Bloomberg issuer hierarchies into VerityRMS.
  • -Pull market data into RMS for use in workflows.
  • -Join Bloomberg data with other integrated datasets.
Market Data

S&P

Market Data

Global Market Data at Your Fingertips

Make faster decisions with leading market data & fundamentals alongside your investment research.

  • -Bring S&P data into portfolio/price target workflows.
  • -Track & report on estimates across coverage.
  • -Screen companies/visualize notes across price charts.
Market Data

VerityData

Market Data

Exclusive Insider Insights From VerityData

Access exclusive insights on corporate insider activity and more from dashboards within VerityRMS.

VerityData Overview
Market Data

Visible Alpha

Market Data

Put Estimates in Context for a Clearer Picture

Get the most accurate data picture with estimates from Visible Alpha. One-way integration (data in) via SFTP.

  • -Pass Visible Alpha estimates data to VerityRMS.
  • -Join Visible Alpha data with VerityRMS datasets.
  • -View analyst model data with estimates for a clearer picture across coverage.
Market Data

Aiera

Market Data

Where Earnings Calls Turn Into Insights

Taking notes during earnings calls is easy with VerityRMS and Aiera. One-way integration (data in) via API.

  • -Get updates on past, live, upcoming events in RMS.
  • -Improve note-taking & earnings workflows.
ESG

Glass Lewis

ESG

Integrate Voting With Engagements + Research

Add context and more seamless reporting by integrating proxy history into VerityRMS. One-way integration (data in) via SFTP.

  • -Automatically join proxy voting with portfolio data.
  • -Report voting activity at company/portfolio levels.
  • -Build configurable reports with multiple datasets in one view.

 

ESG

MSCI

ESG

Integrate ESG Data With Ease

View and report on ESG data alongside VerityRMS datasets. One-way integration (data in) via API or SFTP.

  • -Join MSCI data with portfolio data & other datasets.
  • -Create VerityRMS dashboards with MSCI ratings.
  • -Visualize ESG ratings on VerityRMS tearsheets.
ESG

Sustainalytics

ESG

Bring ESG Data Into Your Context

View and report on ESG data alongside your VerityRMS datasets. One-way integration (data in) via API or SFTP.

  • -Join Sustainalytics data with portfolio data/other datasets.
  • -Create VerityRMS dashboards with ESG ratings.
  • -Visualize ESG ratings on VerityRMS tearsheets.
Business Intelligence

PowerBI

Business Intelligence

Visualize Your Insights With VerityRMS + Power BI

Generate reports and monitor progress with VerityRMS and Power BI. Two-way integration via API or SFTP.

  • -Push your RMS data to Power BI.
  • -Pull charts/visuals into RMS tearsheets/dashboards.

 

Business Intelligence

Tableau

Business Intelligence

See the Decision With Tableau + VerityRMS

Monitor progress and generate reports with VerityRMS and Tableau. Two-way integration via API or SFTP.

  • -Push your RMS data to Tableau.
  • -Pull charts/visuals into RMS tearsheets/dashboards.
Data Management

Sharepoint

Data Management

Bring Sharepoint Documents to Life

Make Sharepoint documents instantly more searchable & collaborative in Verity. One-way integration (data in) via API.

  • -Create notes & docs in VerityRMS from Sharepoint.
  • -Instantly search & comment on Sharepoint docs.
  • -Integrate Sharepoint docs with RMS datasets.
Data Management

Snowflake

Data Management

Data Management Made Easy

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

  • -Pull VerityRMS data tables into Snowflake.
  • -Push Snowflake data tables to VerityRMS.
  • -Join datasets within Snowflake or RMS dashboards.
CRMs

Affinity

CRMs

Contacts Flow Between Affinity & VerityRMS

Automate contact management and bring context to investment research. One-way integration (data in) via API or SFTP.

  • -Manage/integrate Affinity contacts in VerityRMS.
  • -Track deal flow/associate VerityRMS notes to deals.
  • -Manage/report on due diligence, notes across deal & company lifecycles.
CRMs

DealCloud

CRMs

Deals Flow With DealCloud + Verity

Integrate deal flow and contacts with your VerityRMS research and notes. One-way integration (data in) via API or SFTP.

  • -Track/associate VerityRMS notes w/DealCloud deals.
  • -Visualize/report on deals in VerityRMS dashboards.
  • -Manage/integrate DealCloud contacts in VerityRMS.
CRMs

Salesforce

CRMs

VerityRMS + the Leading CRM

Contacts, opportunities, and more flow from Salesforce to VerityRMS. One-way integration via API or SFTP.

  • -Track/associate VerityRMS notes w/opportunities.
  • -Visualize/report on opportunities in RMS dashboards.
  • -Manage/integrate SFDC contacts, relationships in VerityRMS.
SSO

Authentication Apps

  • Azure & Intune
  • Duo
  • Okta

 

SSO

Battle-Tested Authentication in VerityRMS

Integrate your firm’s authentication best practices and manage access in VerityRMS.

  • -Leverage SAML2.0 authentication in VerityRMS.
  • -Integrate VerityRMS authentication w/existing stack.
  • -Manage user access and permissions.

 

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