--- title: "VerityRMS Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about VerityRMS Software - reviews, pricing plans, popular comparisons to other Data Management products and more." source_url: "https://www.capterra.com/p/10031884/VerityRMS/" page_type: "product" language: "en" --- # VerityRMS Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) VerityRMS ## What is VerityRMS? Cloud-based investment research management software that centralizes research activities for fundamental investors. The platform aggregates data from multiple sources, provides customizable dashboards, and offers search capabilities to help locate critical information. VerityRMS includes collaborative features such as in-app commenting, live document editing, and shared calendars that facilitate team communication regardless of location. The system automates reporting functions, tracks research activities, and incorporates workflow tools that optimize lag time in investment processes. VerityRMS accommodates various asset classes including public equity, private equity, and fixed income while maintaining enterprise-grade security standards. ## What is VerityRMS used for? [Data Management](https://www.capterra.com/data-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for VerityRMS?[Manage this product listing](https://www.g2.com/products/verity-platform/claim_requests/new?auto=true) ## VerityRMS Overview Updated September 2026 AI summary VerityRMS supports organizations of all sizes in managing and governing data by offering features such as access controls, workflow management, and integration with multiple data sources. It includes options for AI and machine learning, compliance management, and real-time reporting. Deployed via cloud and mobile platforms, VerityRMS facilitates secure data capture, collaboration, and analytics for data management needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### VerityRMS 0.0 VS. [4.6 (375)](https://www.capterra.com/p/163343/Backup-and-Recovery/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (154) Value For Money 0.0 (0) Value For Money 4.4 (149) Customer Service 0.0 (0) Customer Service 4.5 (147) ## VerityRMS alternatives [4.7 (87)](https://www.capterra.com/p/10012559/EngineRoom/reviews/) Starting price $495.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars Highest Rated [Boost.space](https://www.capterra.com/p/10002259/Boost-space/) [4.9 (154)](https://www.capterra.com/p/10002259/Boost-space/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10002259/Boost-space/) [Uncat](https://www.capterra.com/p/247759/Uncat/) [4.7 (263)](https://www.capterra.com/p/247759/Uncat/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/247759/Uncat/) [Google Cloud](https://www.capterra.com/p/268690/Google-Cloud-Platform/) [4.7 (2,330)](https://www.capterra.com/p/268690/Google-Cloud-Platform/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/268690/Google-Cloud-Platform/) ## FAQs about VerityRMS Overview ### What company size and specific industries is VerityRMS built for? VerityRMS is designed for investment management firms of all sizes, from startup hedge funds to global multi-managers. It is built for asset managers and related investment managers, including teams such as portfolio managers, analysts, and compliance groups working in the investment industry. Features and Usability ### What are the key features of VerityRMS? VerityRMS offers workflow management, collaboration tools, and activity tracking for coordinated records work. It includes access controls/permissions, audit trail, compliance management, and information governance for data oversight. Reporting features include customizable reports, real-time reporting, dashboard creation, and data visualization, plus document storage, data import/export, and third-party integrations. Integrations ### Which third-party tools and platforms does VerityRMS integrate with? VerityRMS integrates with 13 third-party tools, including Microsoft 365, Microsoft Excel, Microsoft OneNote, Microsoft Outlook, Microsoft Power BI, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, Microsoft Word, Slack, Snowflake, Tableau, and Enfusion. Getting Started and Support ### What training and onboarding options does VerityRMS offer? VerityRMS provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and questions in real time, documentation serves as written reference material, and videos offer self-paced walkthroughs of features and basic steps. Getting Started and Support ### What customer support options does VerityRMS offer? VerityRMS provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. Support information is organized for self-service and direct contact, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 1,869 Data Management reviews Capterra reviewers highlight these as the features buyers focus on most when comparing data management software: - **Data Security** (**63%** of reviewers rated this feature as critical) - **Data Synchronization** (**52%**) - **Data Import/Export** (**46%**) VerityRMS supports **Data Security** and **Data Import/Export**, so teams can protect sensitive information and move data in and out of the system as needed. However, it does not include **Data Synchronization**. Instead, it offers other highly rated capabilities, including **Data Capture and Transfer** (**45%**), **Access Controls/Permissions** (**46%**), and **Reporting/Analytics** (**43%**). These features help businesses manage data movement, control user access, and track performance, allowing teams to maintain data accuracy, reduce risk, and make better operational decisions. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Tracking Track and document all activities across devices, networks, and other systems AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Audit Trail A record of all activities within the system, including user access, changes made, etc. Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Compliance Management Track and manage adherence to policies for any service, product, process, or supplier VerityRMS 21 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Customizable Reports: Alter the layout and content of reports - Dashboard Creation: Creation and customization of dashboards - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Visualization: Graphical representation of data - Document Storage: Store and organize documents in a centralized system - Information Governance: Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info. - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multiple Data Sources: Allows users to manage data from a number of sources - Real-Time Reporting: Active reporting of data and metrics - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Secure Data Storage: Securely stores data to prevent data loss or breaches - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.