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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 QuantLink?

QuantLink represents a groundbreaking equity research terminal powered by artificial intelligence, specifically tailored for stocks traded in the United States. It seamlessly combines traditional fundamental analysis with state-of-the-art machine learning methodologies and offers three distinctive data sources that are frequently overlooked by competing financial platforms: 1. Tracking congressional trades, which captures every stock transaction executed by members of Congress as required by the STOCK Act, thereby providing valuable insights at both the individual legislator and stock levels. 2. Analyzing institutional 13F filings, which includes quarterly reports from hedge funds and institutional investors, revealing detailed information about their buy and sell activities along with any adjustments to their positions. 3. Monitoring insider Form 4 transactions, which records stock trades made by corporate executives and directors, as reported to the SEC. Beyond these features, the platform showcases machine learning factor models, AI research agents that scrutinize essential SEC filings such as 10-K, 10-Q, and 8-K reports, a comprehensive stock screener with fundamental and factor-model filters, advanced charting functionalities, and extensive portfolio analytics. Users can access these features through a free tier that does not demand credit card information, alongside student pricing as low as $5 per month for those with a .edu email address, and professional plans for individuals seeking more advanced capabilities. By integrating conventional research techniques with modern technological advancements, QuantLink strives to equip investors with enhanced market insights and foster informed decision-making. Ultimately, this innovative platform positions itself as a vital resource for both seasoned investors and newcomers alike.

Media

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Media

No images available

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 Version
Free Trial Offered?

Pricing Information

$0
Free Version
Free Trial Offered?

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

QuantLink, Inc

Date Founded

2025

Company Location

United States

Company Website

www.quantlink.ai/

Categories and Features

Categories and Features

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

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