Connects the systems advisor teams already rely on
The Costly Gap
The answer exists. The workflow to find it is broken.
Portal hopping
Custodians, SharePoint, email, CRM records, and meeting notes all hold partial truths.
Slow prep
Advisors and associates spend meeting time rebuilding context they already captured.
Uncertain answers
Teams answer from memory or a single system, then verify manually after the fact.
Hard onboarding
New hires need weeks to learn where documents, exceptions, and client history live.
How Verlo Helps
One workspace for questions, sources, and next steps.
Unify
Bring client context together
Connect the tools your team already uses so account data, notes, documents, and meetings become searchable.
Ask
Use plain English
Ask for meeting prep, recent household changes, missing documents, follow-ups, or book-of-business lists.
Verify
Answer with confidence
Every answer can point back to source records, giving teams a faster path from question to action.
What changed with the Johnson household since our last review?
Custodian
$47,500 new contributions
CRM note
Beneficiary update requested
Follow-up
529 rollover still open
Since the last review: new contributions, a beneficiary update request, and one open planning follow-up.
Built For Real Advisor Moments
Less searching. More useful client conversations.
Ask a question your team already answers manually, then see how much context Verlo pulls together, with every answer traced back to its source.
Get a demoFit Criteria
Best for firms where client data is already slowing the team down.
Independent advisory firms
RIAs and hybrid teams with repeated prep, research, and servicing workflows.
Multiple source systems
CRM, custodians, calendar, email, SharePoint, OneDrive, and client files.
Growing service load
Teams trying to serve more households without adding more manual admin work.
Security-conscious operations
SOC 2 posture, enterprise-grade encryption, and client data controls matter.
FAQ
Questions before booking
Is this a CRM replacement?
Verlo can work alongside your existing CRM first. The goal is to make client context searchable and useful without forcing a disruptive migration on day one.
What firms are the best fit?
Independent advisory teams with scattered client data, repeated prep workflows, and a real need to answer client questions faster are the strongest fit.
Is client data secure?
Enterprise-grade encryption, SOC 2 compliance, and FINRA/SEC-aware workflows. Client data is never used to train AI models.
What happens after I submit the form?
If your firm matches the current pilot criteria, you will be routed to schedule a short fit review. Otherwise, you will stay on the early access list.