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What is VerityRMS?

VerityRMS is an investment research management tool hosted in the cloud, designed to optimize research workflows for fundamental investors by integrating various tasks into a single platform. It aggregates information from multiple sources, enabling users to tailor dashboards and employ sophisticated search capabilities to quickly locate critical data. The platform fosters collaboration among team members with features such as in-app commenting, simultaneous document editing, and shared calendars, facilitating seamless teamwork regardless of physical location. Furthermore, VerityRMS streamlines the reporting process, tracks research activities, and offers workflow tools that help reduce delays in investment operations. It supports a wide array of asset classes, including public equity, private equity, and fixed income, while adhering to rigorous security protocols to protect sensitive information. By enhancing operational efficiency and communication, VerityRMS serves as an invaluable asset for investment professionals, ultimately contributing to more informed decision-making and improved investment outcomes. This comprehensive approach makes it an essential tool in today’s fast-paced financial environment.

What is FinChat?

FinChat.io is an all-encompassing investment research platform that combines top-tier financial data, cutting-edge analytics, and conversational AI features. Users can explore nearly twenty years of financial information on over 100,000 global stocks, which includes comprehensive income statements, balance sheets, cash flow statements, and essential company-specific key performance indicators (KPIs). A standout feature of FinChat is its unique Segment & KPI data library, which covers more than 2,000 global stocks and provides metrics such as Netflix's total paying subscribers, Starbucks' same-store sales growth, and Amazon's cloud service revenues. The platform boasts powerful charting tools that allow for side-by-side comparisons of companies, utilizing an extensive array of over 10,000 metrics to evaluate traditional financial indicators, including revenue and earnings per share (EPS), alongside specific performance metrics unique to each company. Furthermore, FinChat houses the FinChat Copilot, an advanced conversational AI assistant that tackles complex financial questions, summarizes earnings calls, and assesses stock performance, thereby enriching the investment research journey. By integrating such advanced technology with a wealth of data, FinChat not only simplifies the analytical process but also makes high-quality financial insights accessible to a wider audience, ensuring that even novice investors can benefit from professional-level analysis. This innovative approach sets FinChat apart in the market, making it a valuable tool for anyone looking to deepen their investment knowledge and capabilities.

Media

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$24 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Verity

Company Location

United States

Company Website

verityplatform.com

Company Facts

Organization Name

FinChat

Date Founded

2021

Company Location

United States

Company Website

finchat.io

Categories and Features

Categories and Features

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