MackeyRMS
AI-enabled investment research management platform centralizing analyst notes, models, and decisions for fundamental investors.
Overview
VerityRMS is an investment research management software designed for fundamental investors to capture, organize, and activate proprietary research. The platform consolidates analyst notes, models, meeting records, and emails into a structured system with AI-powered search and synthesis capabilities across research history.
Features include customizable dashboards, tearsheets, automated workflows, compliance reporting, and native integrations with Microsoft Office, S&P Global market data, and OMS/PMS systems. The platform offers AI chat functionality, automated tagging and summaries, and MCP server connectivity for integration with external AI tools. VerityRMS supports public equity, fixed income, private equity, hybrid, and quantitative investment strategies with mobile apps, real-time collaboration tools, and audit trails for team coordination and regulatory compliance.
Key Features
- + AI-powered research synthesis and chat across full research history
- + Customizable dashboards and company tearsheets with S&P Global market data
- + Automated workflows for earnings tracking, coverage gaps, and idea pipelines
- + Microsoft Office add-ins for Outlook, Excel, and Word integration
- + Compliance reporting with full audit trail and activity dashboards
- + Native iOS and Android mobile apps with real-time collaboration