Your clients. Your data. One intelligent home. Stop wrestling with legacy CRMs. Verlo unifies your custodians, calendar, documents, and client data, so you can focus on clients, not software.
"Show me all clients who haven't been contacted in 30 days"
"Found 12 clients with no contact in 30+ days. Top priority: The Hendersons ($2.1M AUM, last contact 45 days ago) and The Patels ($1.8M AUM, last contact 38 days ago)."
The problem
Salesforce, Wealthbox, Redtail. Powerful tools if you memorize every feature. But you became an advisor to serve clients, not to manage software.
01
Today's CRMs were built in the SaaS era. Powerful if you know every feature, useless if you don't.
02
Custodian portals, email, calendars, spreadsheets. One simple question = 30 minutes of clicking.
03
The only way to serve more clients is hiring more staff. Finding good help is nearly impossible.
What you get
Connect Schwab, Fidelity, Altruist, your calendar, and documents. Every interaction, transaction, and note in one intelligent view.
"What did I recommend to John last quarter?" "Show me clients with over $500K not reviewed in 90 days." Plain English. Instant answers.
Daily briefs. Meeting prep. Personalized client communications drafted automatically. The AI does the work, you validate and send.
How it works
Link custodians, CRM, calendar, and documents in minutes. No IT department needed.
Every client interaction, transaction, and document becomes searchable and actionable.
Log in, get your daily brief, ask questions, take action. Your entire practice in one intelligent home.
5+
Hours saved weekly
80%
Less time searching
1
Unified home
0
Portal logins
FAQ
We have direct integrations with Schwab, Fidelity, and 800+ other custodians through industry-standard secure connections.
We're SOC 2 Type 1 certified. Our team previously built AI compliance systems at Nasdaq. Your data is encrypted in transit and at rest, never used to train AI models.
Join the advisors who've stopped fighting their tools and started serving more clients.