Verlo reads your documents, joins your meetings, and handles the admin — so you can focus on your clients.
How It Works
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Connect your custodian, document storage, calendar, and email. Verlo syncs everything to your clients, then works like a teammate who's read every document, listened to every call, and never forgets a thing.
What Verlo Does
Client sends over tax returns, bank statements, or onboarding forms? Verlo reads them, extracts the data, and recommends updates to their contact record. One click and you're done — no retyping into three systems.
2025_Tax_Return_Johnson.pdf
Annual Income → $485,000
UpdatedFiling Status → Married Filing Jointly
UpdatedEmployer → Apex Financial Group
ReviewVerlo sits on every call, transcribes it, writes notes in your template, creates tasks, and drafts follow-up emails from the conversation. If a client mentions they changed jobs or moved, it flags the update automatically.
Notes
Discussed retirement timeline, targeting age 62. Robert mentioned changing employers in Q2. Reviewing 529 contribution strategy for both children.
Tasks Created
Field Update Detected
Employer → New role in Q2
FlaggedAsk for a portfolio review, a tax loss harvesting analysis, or a Monte Carlo projection. Verlo writes its own Python to run the numbers — so every output is auditable, not a hallucination.
Run a Monte Carlo simulation on the Johnson portfolio. 30-year horizon, 4% withdrawal rate.
Result
View codeAt a 4% withdrawal rate over 30 years, the Johnson portfolio has a 94.2% success rate. Median ending balance: $3.8M.
Upload a PDF — account opening paperwork, compliance forms, whatever — and Verlo fills it in using the client data it already has. Review, approve, done.
Schwab_Account_Transfer.pdf
12 fields detected
"What insurance does Sarah have?" "When did we last discuss the Roth conversion with Jim?" "Which clients have accounts over $500K with no meeting in the last 6 months?" Ask in plain English. Every answer is sourced and cited.
Which clients have accounts over $500K with no meeting in the last 6 months?
4 clients match your criteria:
David Wilson
$3.1M · Last meeting: Sep 14
Karen Liu
$1.8M · Last meeting: Aug 2
Thomas Rivera
$2.4M · Last meeting: Jul 19
Already have a CRM?
Keep Salesforce, Redtail, Wealthbox — whatever you're on. Verlo connects to your data and does the thinking.
Need a CRM?
Contacts, households, pipelines, tasks, documents — everything a wealth practice needs, with AI native to every screen.
Works With
Schwab · Fidelity · 800+ custodians · SharePoint · OneDrive · Dropbox · Google Drive · Outlook · Gmail
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