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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 Investment Metrics?

Investment Metrics stands out as a premier global source of portfolio analytics, data, and reporting, empowering advisors and institutional investors to enhance financial results, expand their asset base, and maintain client relationships through actionable investment insights. Our offerings deliver comprehensive analysis across more than 20,000 institutional asset pools, 28,000 funds, and over 900,000 portfolios, amounting to over $14 trillion in assets under administration. With a client base exceeding 400 across 30 different countries, we provide top-tier solutions for institutional portfolio analytics, reporting, factor analysis, ESG evaluation, and research on managers and competitors. This extensive range of services equips institutional investors and advisors with the insights and transparency necessary to secure a competitive edge and drive improved financial performance. Ultimately, our commitment to excellence ensures that our clients can navigate the complexities of the investment landscape with confidence.

Media

No images available

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

Pricing not provided.
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

Investment Metrics

Date Founded

1998

Company Location

United States

Company Website

www.invmetrics.com

Categories and Features

Categories and Features

Decision Support

Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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