Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Developed by experts in the investment sector, Atom aims to offer unmatched access to institutional investing tools and resources. Historically, larger institutional investment firms have enjoyed advantages over individual investors, but Atom seeks to bridge this gap by equipping individual investors and independent investment teams with access to high-quality, institutional-level company data. The financial technology space has often lagged in innovation compared to other industries, but Atom is committed to utilizing contemporary technological standards and rethinking the outdated user interfaces that legacy systems have relied upon. Our platform not only provides institutional-quality content but also enhances usability and promotes workflow efficiencies. Acknowledging that investing is not a one-size-fits-all endeavor, we tailor and personalize the research experience to fit your unique requirements. Ultimately, we believe that financial software should serve investors effectively, rather than forcing them to adapt to its limitations. With Atom, investors can confidently navigate the complexities of the financial world with the tools they deserve.
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.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$6.99 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Atom Finance
Founded
2019
Website
atom.finance/
Vendor Details
Company Name
Verity
Country
United States
Website
verityplatform.com
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No