by Verity Platform

Share and search VerityRMS content in Microsoft Teams and publish to VerityRMS from Microsoft Teams.

Verity 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 Teams, users can integrate their RMS workflow into Microsoft Teams with a two-way integration. VerityRMS content will automatically alert any relevant Teams channels based on tag, note type, author, and more; these mappings can be set up on a per-client basis. VerityRMS for Teams offers users full search and posting functionality in Teams - users simply search relevant keywords and select the note(s) you wish to post to Teams via the VerityRMS Bot. Lastly, with VerityRMS for Teams users can post and tag content to VerityRMS directly from Teams using the VerityRMS Bot.

Add-in capabilities

When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access personal information on the active message, such as phone numbers, postal addresses, or URLs. The add-in may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance