Use Cases
fundraising, screening, deal-sourcing
Integrations
box, evernote, slack, symphony
Office Functions
front-office

Verity

Verity, formed through the merger of MackeyRMS and InsiderScore, offers a comprehensive solution for investment research management and data analytics. VerityRMS assists leading asset management firms in organizing investment workflows, enhancing trust with investors, and simplifying regulatory compliance. On the other hand, VerityData provides valuable insights into insider behaviors, SEC filings, and management tenures, empowering research teams to make informed decisions swiftly.

Website

Other Tools

ProTrak

Elevating Relationship Management for Financial Institutions with Streamlined CRM

Fundraising
Screening
Deal Sourcing
Investor Relations
Reporting

Bipsync

Maximizing Investor Productivity with Bipsync's Research Management Platform.

Fundraising
Screening
Deal Sourcing
Portfolio Monitoring
Back Office

Intralinks

Empowering Finance with Cutting-Edge Technology and Virtual Data Rooms.

Fundraising
Screening
Deal Sourcing
Portfolio Monitoring
Investor Relations