The Investment Research Management System for Direct Investors

Clarity. Efficiency. Context. VerityRMS is the only AI-enhanced RMS that gives analysts, compliance teams, and portfolio managers more of what they need.

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The AI-Enhanced Research Management System Preferred by Leading Firms Drive productivity, collaboration, and decision-making — without bulldozing your current process.

Capture & Share Ideas

Quickly centralize ideas in the RMS optimized for fund performance.

  • Capture notes quickly with a leading note experience.
  • Data integrations deliver integrated idea gen & portfolio monitoring.

Discover & Consume Research

Find and contextualize research you need, lost, or forgot about.

  • Instantly find what you need with AI auto-tagging & NLP-enhanced search.
  • Tearsheets & dashboards put research into meaningful context.

Boost Workflows & Collaboration

Debate and discuss recommendations so the best ideas enter portfolios.

  • Analysts collaborate in real-time from anywhere with iOS & Android apps, live document collaboration, and more.
  • Compliance teams gather all research needed for records and auditing — quickly and independently.

See the Path Forward Sooner

Accelerate decision-making across asset classes with increased productivity.

  • Portfolio managers get real-time alerts & visibility into idea pipeline progress & task dashboards.
  • At-a-glance, see equity recommendations or credit issuer ratings with context (price targets, issuer hierarchy, and more).

"VerityRMS is a game-changer. The AI innovations are speeding our workflows.”

Trey Snow

Director of Research, The London Company

Why VerityRMS Research Management System? No other solution is as integrated into the needs of modern funds.


Best Where It Matters

VerityRMS is purpose-built for institutional investors. You won’t find a better note-taking tool. Innovations like NLP-assisted search help you find research quickly. Fully-functional mobile apps take productivity anywhere.

Optimized for Collaboration

VerityRMS adds value at individual, team, portfolio, and enterprise levels. From analysts to portfolio managers to compliance & IT.

Won't Stall Your Team

Robust integrations and configurability let you protect your process. Automated workflows accelerate great ideas into the portfolio.

Low-Impact Implementation

There’s never a perfect time to upgrade your research management system. Get up running quickly with your dedicated customer success consultant.

Approved by CIOs & CCOs

With enterprise-grade security and built-in transparency, Verity easily clears IT and compliance requirements.

Truly Modern, Boosted by AI

Research management systems continue to evolve. VerityRMS leads the way with tech that helps funds stay ahead of the change.


Your Process. Your Tools. United.

VerityRMS adapts to your process with more integrations than any other RMS provider.

Explore VerityRMS integrations

Experience the Power of VerityRMS Research Management System

See how Verity accelerates winning investment decisions for the world's leading asset managers.

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