Audience
Portfolio managers, analysts, compliance teams at global asset managers
About VerityRMS
Cloud-based investment research management software that centralizes research activities for fundamental investors. The platform aggregates data from multiple sources, provides customizable dashboards, and offers search capabilities to help locate critical information. VerityRMS includes collaborative features such as in-app commenting, live document editing, and shared calendars that facilitate team communication regardless of location. The system automates reporting functions, tracks research activities, and incorporates workflow tools that optimize lag time in investment processes. VerityRMS accommodates various asset classes including public equity, private equity, and fixed income while maintaining enterprise-grade security standards.
Other Popular Alternatives & Related Software
Verity
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.
Learn more
Bipsync
Bipsync brings your entire research process together in one powerful, integrated and intuitive platform. Proven to enhance productivity, boost collaboration and simplify compliance, the Bipsync Research Management Platform is obsessively designed to help professional investors manage and accelerate their research.
Learn more
VerityData
VerityData gives professional investors a clean, reliable way to generate ideas and monitor their companies. We turn messy disclosures and corporate actions into structured, quality-checked data, clear analytics, and differentiated insights. Track executive and board moves, incentives and pay, insider buying and selling, buybacks and issuances, ownership changes, governance signals, and other material events. Powerful search, alerts, redlines, summaries, and histories surface what changed and put it in peer context. Use the data the way you work: intuitive web tools for discovery, exports for your models, and developer-friendly APIs and feeds for systematic use. Alongside the data, our independent research team publishes concise briefs that flag what’s unusual or important. Teams trust VerityData for accuracy, context, and insights from a rich 20-year history of data.
Learn more
Backstop
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile.
Learn more
Integrations
No integrations listed.
Company Information
Verity
United States
verityplatform.com
Videos and Screen Captures
Other Useful Business Software
Forever Free Full-Stack Observability | Grafana Cloud
Built on open standards like Prometheus and OpenTelemetry, Grafana Cloud includes Kubernetes Monitoring, Application Observability, Incident Response, plus the AI-powered Grafana Assistant. Get started with our generous free tier today.
Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
In Person
Support
Online
