# VerityRMS Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about VerityRMS Software - reviews, pricing plans, popular comparisons to other Data Management products and more. Source: https://www.capterra.com/p/10031884/VerityRMS --- # VerityRMS Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://verityplatform.com/&name=VerityRMS) ## 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 (2,238)](https://www.capterra.com/p/146652/Airtable/reviews/) Starting Price Contact vendor Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (154) Value For Money 0.0 (0) Value For Money 4.5 (149) Customer Service 0.0 (0) Customer Service 4.4 (147) ## VerityRMS alternatives [4.7 (185)](https://www.capterra.com/p/138990/Cognito-Forms/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (375)](https://www.capterra.com/p/163343/Backup-and-Recovery/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.7 (85)](https://www.capterra.com/p/10012559/EngineRoom/reviews/) Starting price $495.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% 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 ## 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 asset managers and global multi-managers. It is built for portfolio managers, analysts, and compliance teams working in the investment management industry worldwide. Features and Usability ### What are the key features of VerityRMS? VerityRMS offers access controls and permissions, audit trail, activity tracking, and data security for records oversight. It also includes compliance management, information governance, document storage, workflow management, and collaboration tools, plus customizable reports, dashboards, real-time reporting, data visualization, and third-party integrations. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does VerityRMS integrate with? VerityRMS integrates with 10 third-party tools and platforms, including Microsoft 365 apps such as Microsoft Excel, Microsoft OneNote, Microsoft Outlook, Microsoft Power BI, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, and Microsoft Word. It also connects with Slack, Snowflake, Tableau, and Enfusion. Getting Started and Support ### What training and onboarding options does VerityRMS offer? VerityRMS provides live online training, documentation, and videos to help teams get started. Live online sessions support guided setup and direct instruction, documentation offers written reference material for later review, and videos provide visual walkthroughs for learning features and steps at a self-paced pace. Getting Started and Support ### What customer support options does VerityRMS offer? VerityRMS provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. No reviewer feedback about support is available, so user experience details such as response speed or helpfulness cannot be described. The listed channels indicate multiple ways to seek assistance and find answers. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Define levels of authorization for access to specific files or systems Track and document all activities across devices, networks, and other systems Software program that continuously adjusts its behavior based on observed data A record of all activities within the system, including user access, changes made, etc. Provides a channel for team members to share AI models, media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Alter the layout and content of reports Creation and customization of dashboards Import, collect, and capture data from multiple sources Import and export data to and from software applications Protect sensitive data for digital privacy Graphical representation of data Store and organize documents in a centralized system Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info. Observe and track the demand, usage, progress or quality of a system, product, or user Allows users to manage data from a number of sources Active reporting of data and metrics View and track pertinent metrics to find patterns and gain insights from data Securely stores data to prevent data loss or breaches Set up connections to third-party platforms to improve business processes 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.