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Average Ratings 0 Ratings
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
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
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No