TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    BamSEC

    Score9.7 out of 10
    N/ABamSEC is a financial research tool designed to transform how the user can work with SEC filings and earnings transcripts.

    $828

    per year

    VerityRMS

    Score9 out of 10
    N/AVerityRMS is a research management system for global asset managers and hedge funds that centralizes notes, models, emails, and documents to improve efficiency, knowledge sharing, and decision-making.N/A
    Pricing
    BamSECVerityRMS
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    BamSECVerityRMS
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Best Alternatives
    BamSECVerityRMS
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    S&P Capital IQ
    Score8.2 out of 10
    S&P Capital IQ
    Score8.2 out of 10
    Enterprises
    S&P Capital IQ
    Score8.2 out of 10
    S&P Capital IQ
    Score8.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    BamSECVerityRMS
    Likelihood to Recommend
    10.0
    (1 ratings)
    9.0
    (1 ratings)
    User Testimonials
    BamSECVerityRMS
    Likelihood to Recommend
    BamSEC
    other than being essentially unusable on mobile/tablet, BamSec is second to none when it comes to efficiently searching through filings and transcripts. really like how it pre-sorts all a company's documents into PRs, 8-Ks, proxies, trancripts, 10-K/-Q, et cetera we also like that you can use screening function that enables searches across multiple companies or company lists
    Incentivized
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    Verity LLC
    I highly rate performance of this product in research and flow of funds. The integration process with the rest of applications saving time and additional cost. It offers reliable insights that gives my team enough confidence in getting the end product. It has modified the data visualization system to enhance transparency and accountability from employees. The customer support service team responds faster when we raise any concerns.
    Incentivized
    Read full review
    Pros
    BamSEC
    • comparing similar tables across different SEC filings
    • custom and general email alerts
    • ability to pay for expert interviews
    • ability to download raw pdf
    • speed of updates
    • highlighting capabilities
    • can create a public link to share snippets
    Incentivized
    Read full review
    Verity LLC
    • Optimization of data insights.
    • Track the status of workflows.
    • Combine research under one unified base.
    Incentivized
    Read full review
    Cons
    BamSEC
    • mobile website is unusable
    • there is no mobile app
    • note-taking can be finicky
    Incentivized
    Read full review
    Verity LLC
    • The features operate effectively.
    • I have no complain from the current features.
    Incentivized
    Read full review
    Alternatives Considered
    BamSEC
    not even comparable. Koyfin would take much much longer to feed new filings than BamSec the only place this beats BamSec is the mobile website, i really hope BamSec can get their act together on that front
    Incentivized
    Read full review
    Verity LLC
    My reasearch and discoveries have placed this software in high ranking in this category since I started working with it. It has all the tools for processing and transforming data into useful business analytics. The built-in market data provides high-speed research portfolio for all the members increasing productivity and service delivery. It can be customized easily to meet the company data demands and build reliable channels.
    Incentivized
    Read full review
    Return on Investment
    BamSEC
    • efficiency of research
    • ROI
    • no need to proactively look after setting alerts
    Incentivized
    Read full review
    Verity LLC
    • We have achieved positive Return on Investment.
    • The financial and research goals have been achieved.
    Incentivized
    Read full review
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