VerityRMS for Outlook

by Verity Platform

VerityRMS Add-ins allow users to deposit documents and create notes from within Microsoft Outlook

VerityRMS is a leading provider of research management software, data and analytics delivered through a comprehensive platform to provide best-in-class workflow, portfolio monitoring, and idea generation solutions to more than 350 institutional investors globally. With VerityRMS for Microsoft Outlook, users can integrate their RMS workflow without leaving Outlook. Verity users can deposit emails to notes directly via the add-in. When depositing an email, users can choose Note Type, Tags, Title and permission the resulting RMS note via the add-in. Further, users can fill out any custom template information directly within the Outlook add-in!

VerityRMS for Outlook is only available to existing Verity clients. To get started with Verity or with questions, reach out to

Add-in capabilities

When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance