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Description
VerityRMS is a cloud-based investment research management tool designed to streamline research tasks for fundamental investors by consolidating activities in one platform. It compiles data from diverse sources, allowing users to create customizable dashboards and utilize advanced search functions to find essential information quickly. The software promotes teamwork through features like in-app commenting, real-time document editing, and shared calendars, making it easier for teams to collaborate no matter where they are situated. Additionally, VerityRMS automates reporting processes, monitors research activities, and includes workflow tools that minimize delays in investment operations. Supporting a range of asset classes such as public equity, private equity, and fixed income, the platform also upholds high security standards suitable for enterprise use, ensuring that sensitive information remains protected. Overall, VerityRMS enhances efficiency and communication, making it a valuable resource for investment professionals.
Description
Numerous popular reporting tools primarily focus on visualizing business data effectively. While they excel in this area, they often fall short in allowing users to add comments regarding the report findings. A well-crafted discrepancy report becomes ineffective if senior management lacks access to commentary on the identified issues within the report. To address this gap, we have introduced biWriterTM, which seamlessly integrates this essential feature into existing reporting frameworks. By incorporating biWriter(TM) as a functional component within any standard reporting setup, organizations can vastly improve the functionality of their reporting solutions, negating the need to export data solely for comment addition. With biWriter(TM), all observations and notes are readily accessible to users, ensuring that they are also systematically stored in the database for future reference, facilitating better decision-making and communication. This innovative integration ultimately transforms how reports are utilized in business contexts.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Verity
Country
United States
Website
verityplatform.com
Vendor Details
Company Name
Trivadis Holding
Founded
1994
Country
Switzerland
Website
www.trivadis.com/en/business-intelligence
Product Features
Product Features
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