AI that knows your clients as well as you do
Onboard clients faster, prep for meetings in minutes, and answer client questions confidently with artificial intelligence built for financial advisors.
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Trusted by
Zero data retention
SOC2 II certified
U.S. & Canada data residency
Reg S-P compliant
256-bit data encryption
Go from hours of manual work to instant answers
Connect your data sources
Verlo makes every client profile, portfolio, email chain, and meeting note searchable and citable. Instantly.
Schwab, Fidelity, TD Ameritrade SharePoint, Google Drive, Dropbox Salesforce, Redtail, Wealthbox + more
Ask in plain English
No more digging through multiple portals and spreadsheets. Ask a question like you’d ask a colleague.
“What’s the Smiths’ total AUM?” “Show me all trades from last month” “Which clients have upcoming RMDs?”
Get instant answers
Verlo searches your connected sources and returns an answer from trusted sources in seconds.
Aggregates data automatically Shows sources for verification Export to Excel with one click
AI built for financial advisors
Independent advisory firms
RIAs and hybrid teams with repeated prep, research, and servicing workflows.
Multiple data sources
CRM, custodians, calendar, email, SharePoint, OneDrive, and client files.
Growing book of business
Teams trying to serve more households without adding more manual admin work.
Security-conscious operations
Complying with industry regulations and keeping client data secure matters. A lot.
Transform your firm’s day-to-day operations with AI
Meeting lifecycle
Verlo knows your calendar and joins every call, handling live transcription, notes, follow-up tasks and email. Client updates are flagged automatically for review.
Email outreach
Verlo learns your tone of voice and writes emails like you would. From market updates to birthday wishes, review, edit, and send drafts right from the chat window.
Workflow automation
Automate PDF form-fills, client onboarding tasks, quarterly email outreach, and other recurring workflows with data straight from your CRM.
Portfolio analysis
Run portfolio reviews and calculations from the chat window using live custodian data. Insurance gap analyses, retirement simulations, and more.
Compliance audits
Enforce organizational compliance and standards across every user, every query, every time, with role-based access controls, audit logs and SSO + MFA.
Branded deliverables
Set your firm’s brand standards once and generate client-ready proposals, performance snapshots and reports just by asking.
“Verlo has become a powerful part of my practice. It’s like having a paraplanner that saves me hours worth of work every week.”
Who is Verlo for?
Which platforms does Verlo integrate with?
Does Verlo replace my CRM?
Is my client data used to train AI models?