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Verity Investment Research Platform

AI AppsFinancial Analysis Tools#22Licensed per user · Web

Verity is an investment research software offering integrated solutions like VerityRMS, VerityESG, and VerityData. It helps investment firms enhance performance, reduce inefficiencies, and manage risks with proprietary analytics and data insights.

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Verity Investment Research Platform screenshot
Verity Investment Research Platform screenshot

Verity is a comprehensive investment research software designed to enhance the performance of investment firms by providing integrated solutions such as VerityRMS, VerityESG, and VerityData. These tools help firms drive outperformance, reduce inefficiencies, and manage risks effectively. VerityRMS serves as a modern research management system, enabling efficient knowledge sharing and decision-making through AI-enabled features. VerityESG focuses on ESG engagement tracking and reporting, allowing firms to build narratives and demonstrate stewardship efficiently. VerityData provides insights and analytics on insider, company, and fund activities, integrating seamlessly with VerityRMS.

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Trusted by over 300 institutional investors managing more than $10 trillion in assets, Verity is a vital tool for research teams across the globe. It supports various investment strategies, including equity, hybrid, fixed income, and quant strategies. The platform is designed to accelerate fund performance and surface new and unusual activities through proprietary insights.

Verity offers flexible pricing packages based on the number of users, typically billed annually. The platform integrates with a wide range of tools and systems, including Microsoft Office, Snowflake, Enfusion, Power BI, and more, making it a central hub for research efficiency and collaboration. Verity's solutions are particularly beneficial for traditional and alternative asset managers in public equity, especially those managing assets of $500 million and higher.

The platform's value proposition lies in its ability to streamline workflows, enhance collaboration, and provide differentiated data and analytics, ultimately leading to more informed investment decisions. Verity's acquisition by TMX Group further strengthens its market position, allowing for long-term investment and continued focus on customer needs.

  • CategoryFinancial Analysis Tools
  • Pricing ModelLicensed per user
  • DeploymentCloud
  • PlatformsWeb

  • Integrated solutions: VerityRMS, VerityESG, VerityData

  • AI-enabled research management

  • ESG engagement tracking and reporting

  • Insider, company, and fund activity analytics

  • Flexible pricing based on user count

  • Wide range of integrations

  • Supports equity, hybrid, fixed income strategies

  • Proprietary data and insights

  1. Configure: Set up VerityRMS with your existing tools

  2. Use: Leverage AI-enabled features for research management

  3. Integrate: Connect with Microsoft Office, Snowflake, and more

  4. Optimize: Utilize insights for better investment decisions

  • Portfolio Monitoring
  • Idea Generation
  • ESG Reporting
  • Research Collaboration
  • Risk Management

From Verity

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