Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

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 

Alternatives

Alternatives

Genero Report Writer Reviews

Genero Report Writer

Four Js Development Tools
VerityData Reviews

VerityData

Verity
Bold Reports Reviews

Bold Reports

Syncfusion
Backstop Reviews

Backstop

Backstop Solutions Group