The AI operating system for
wealth management firms

Secure and compliant AI for the most ambitious advisors.

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Oil painting of a golden wheat field
Search
Agents
Chat
Meetings
PDF filler
Workspace
Calendar
Workflows
Tasks
Documents
Records
Households
Contacts
Record meeting
Good afternoon
Wednesday, September 23
Ask Verlo anything
Meeting prep
Skills
Meeting prep
Pull together everything you need before a client meeting
Follow-up email
Write a follow-up email after a client meeting
Portfolio review
Full breakdown of a client’s holdings and allocation
New client onboarding
Generate the full onboarding checklist and chase documents
Will my money last?
Run 1,000 retirement simulations on the client’s plan
Roth conversion analysis
Model whether converting IRA money to a Roth saves tax
Good afternoon
Wednesday, September 23
Ask Verlo anything
Meeting prep
Skills
Meeting prep
Pull together everything you need before a client meeting
New client onboarding
Generate the full onboarding checklist and chase documents
Portfolio review
Full breakdown of a client’s holdings and allocation
Will my money last?
Run 1,000 retirement simulations on the client’s plan

Trusted by

Capital Investment Companies
Capital Investment Companies
FSA Wealth Partners
FSA Wealth Partners
Oasis Advisors
Oasis Advisors
Hurlow Wealth Management Group
Hurlow Wealth Management Group

AI that knows your clients as well as you do

AI that knows your clients as well as you do

Connect everything

Verlo pulls in data from your custodian, CRM, document storage, calendar, and email. Every client profile, portfolio, email chain, and meeting is searchable and referenceable.

Ask anything

Ask Verlo’s AI agent a question in plain English and get an answer in seconds instead of digging through five different systems.

Extract info from Joe Smith’s W2 and add it to his financial plan
Reading W2_2025.pdf
Financial plan
Joe Smith · Updated just now
Ask Verlo anything

Orchestrate complex workflows

Orchestrate complex workflows

MP
Maya Patel
New client documents
0 of 3 received
Photo IDWaiting
401(k) statementWaiting
2025 tax returnWaiting
Email to Maya
Hi Maya, could you send your 2025 tax return? It’s the last thing we need.

Client onboarding

Auto-fill intake forms and automate new client workflows with data straight from your CRM.

Reviewing draft against firm policy
ToDavid Chen
SubjectYour Q3 update
Hi David, your portfolio had a strong quarter. Our new strategy guarantees you 8% a year. Happy to walk you through it on Thursday.

Compliance checks

Run compliance audits and enforce organizational standards across every user, every query, every time.

Pulling data from custodian
Nguyen Family
Q3 2026 performance
$3,964,210
+6.4% this quarterBenchmark +5.3%
JulAugSep
Nguyen_Q3_Review.pdf
Nguyen_Q3_Review.pdf1 / 8
N
Northfield Wealth
Q3 2026
Quarterly Performance Review
Prepared for the Nguyen Family · October 2026
Portfolio value
$4,218,560
Q3 return
+6.4%
Benchmark
+5.3%
JulAugSep
Commentary
Outlook
Northfield WealthPage 1 of 8

Portfolio reviews

Pull live data from your custodian into branded, client-ready performance snapshots and reports.

Build beautiful client deliverables

Set your firm’s brand standards once. After that, every proposal, quarterly report, and onboarding deck comes out polished and on brand, no matter who built it.

Applying firm brand standards
Brand kitAaN Northfield Wealth
PDFNguyen_Q3_Report.pdf
NNorthfield WealthQ3 2026
Q3 Performance Review
Prepared for the Nguyen Family
Portfolio value
$4.22M
Q3 return
+6.4%
PPTXWelcome_to_Northfield.pptx
N Northfield Wealth
Welcome to Northfield
Onboarding · Chen Household
Your team
Your plan
Next steps
Draft a birthday note to Linh Nguyen
Writing in your voice
ToLinh Nguyen
SubjectHappy birthday, Linh
Hi Linh, happy birthday! I hope you get some time away from work to celebrate. I’m looking forward to catching up at your review next month. Warmly, Sarah
EditSend

Send AI-drafted emails that still sound like you

Verlo learns your tone of voice and drafts emails that feel like you wrote them. Review, edit, and send, right from the chat window.

“Verlo has become a powerful part of my practice. It’s like having a paraplanner that saves me hours worth of work every week.”

John Iammarino
Securus Financial

Every meeting, handled end-to-end

Save hours every week by letting Verlo prep, plan, and follow-up.

Prep

Create pre-meeting briefs and agendas that follow your set templates, with context pulled from your CRM, meeting history, and open tasks.

Notes

Follow-up

Thu8
Annual review · Nguyen family
2:00 PM · In person
Pulling context
CRM
Meeting history
Open tasks
Meeting briefAnnual review template
Since last meeting
Agenda
1.Q3 performance review
2.Roth conversion for Linh
3.Beneficiary updates

Every meeting, handled end-to-end

Save hours every week by letting Verlo prep, plan, and follow-up.

Prep

Notes

Follow-up

Create pre-meeting briefs and agendas that follow your set templates, with context pulled from your CRM, meeting history, and open tasks.

Thu8
Annual review · Nguyen family
2:00 PM · In person
Pulling context
CRM
Meeting history
Open tasks
Meeting briefAnnual review template
Since last meeting
Agenda
1.Q3 performance review
2.Roth conversion for Linh
3.Beneficiary updates

Every meeting, handled end-to-end

Save hours every week by letting Verlo prep, plan, and follow-up.

Prep

Notes

Follow-up

Create pre-meeting briefs and agendas that follow your set templates, with context pulled from your CRM, meeting history, and open tasks.

Thu8
Annual review · Nguyen family
2:00 PM · In person
Pulling context
CRM
Meeting history
Open tasks
Meeting briefAnnual review template
Since last meeting
Agenda
1.Q3 performance review
2.Roth conversion for Linh
3.Beneficiary updates

Enterprise-grade
data protection

Trust is the cornerstone of every successful partnership. Verlo is committed to meeting the highest industry standards for security and compliance. Your data is never used to train AI models — not by us, and not by any LLM provider we use.

Visit our Trust Center

Zero data retention

U.S. data storage

SOC2 II

256-bit data encryption

Reg S-P compliant

Role-based access controls

Audit logs

SSO + MFA

Enterprise-grade
data protection

Trust is the cornerstone of every successful partnership. Verlo is committed to meeting the highest industry standards for security and compliance. Your data is never used to train AI models — not by us, and not by any LLM provider we use.

Visit our Trust Center

Zero data retention

U.S. data storage

SOC2 II

256-bit data encryption

Reg S-P compliant

Role-based access controls

Audit logs

SSO + MFA

Start your firm’s AI transformation

Need to discuss your use case? Contact us.