One Place for All Your Client Data

Stop digging through portals and SharePoint. Ask questions in plain English and get instant answers about any client.

Thousands of Advisors on the Waitlist
SOC2 Compliant
Your Question

"How much did the Johnsons invest last week?"

Verlo searches across
Schwab Portal Fidelity SharePoint CRM + more
Instant Answer

"The Johnsons invested $47,500 last week: $25,000 into their Schwab account on Monday, and $22,500 into Fidelity on Thursday."

The problem

Simple questions shouldn't take hours to answer.

A client asks "how much did I invest last week?" and suddenly you're logging into three portals, downloading CSVs, building pivot tables, and hoping you didn't miss anything.

01

Data scattered everywhere

Client information lives across custodian portals, SharePoint, your CRM, and spreadsheets. There's no single source of truth.

02

Hours lost to manual work

Every question means logging in, exporting data, copying into Excel, and aggregating. Time that should be spent advising.

03

Impossible to train new staff

Even with step-by-step manuals, ramping up new team members is a bottleneck. The knowledge is trapped in your head.

What you get

Your data, unified. Questions answered instantly.

Connect Your Data Sources

Verlo connects to your custodian portals, SharePoint, CRM, and more. Set it up once.

  • - Schwab, Fidelity, TD Ameritrade
  • - SharePoint & OneDrive
  • - Salesforce, Redtail, Wealthbox

Ask in Plain English

No more logging into portals. Just ask your question like you'd ask a colleague.

  • - "What's the Smith's total AUM?"
  • - "Show me all trades from last month"
  • - "Which clients have upcoming RMDs?"

Get Instant Answers

Verlo searches across all your connected sources and returns a complete answer in seconds.

  • - Aggregates data automatically
  • - Shows sources for verification
  • - Export to Excel with one click

How it works

From hours of manual work to instant answers.

1

Connect your data sources

Link your custodian portals, SharePoint, and CRM. We handle the integrations.

2

Ask any question

Type your question in plain English. No special syntax or training required.

3

Get your answer instantly

Verlo searches all sources, aggregates the data, and returns a complete answer in seconds.

What this means for your practice

5+

Hours saved weekly

10x

Faster responses

1

Source of truth

0

CSV exports

FAQ

Common questions

What data sources do you connect to?

We integrate with major custodians (Schwab, Fidelity, TD Ameritrade), SharePoint, OneDrive, and popular CRMs like Salesforce, Redtail, and Wealthbox.

How does Verlo access my data?

You authorize read-only access through secure OAuth connections. Verlo never stores your login credentials, and you can revoke access at any time.

Is my client data secure?

Enterprise-grade encryption. SOC2 compliant. Built for FINRA/SEC standards. Your data is never used to train AI models.

Can new staff use it without training?

Yes. There's no special syntax to learn. If you can type a question, you can use Verlo. This dramatically reduces onboarding time for new team members.

Stop digging. Start answering.

Join financial advisors who spend their time advising clients, not aggregating data.