15 capabilities. One login.
AI embedded from the ground up. VIRA, powered by Verapath, gives firms the ability to consolidate legacy applications in one user interface and retire them when they’re ready.
Transfer capabilities to VIRA when you decide.
Map how your existing software operates, implement that behavior inside your environment, and decide what stays, what changes, and what goes.
Anything that already meets your requirements stays. Nothing is forced.
VIRA rebuilds the capability inside your environment, to your operating rules.
The external app is switched off only once the replica proves itself.
Your wealth stack, built around the capabilities you need.
Each tool in your wealth stack solves a need, but together they create layers of cost, integrations, and complexity.
VIRA brings selected capabilities into your controlled environment, so you can simplify the stack without disrupting systems that work.
Portfolio Management
Accounts, positions, models, and smart rebalancing across every custodian.
Risk Analysis
Exposure, drift, and backward/forward looking stress testing of portfolios.
Financial Planning
Goals, savings, what if's, customized plans, and monte carlo analysis.
Estate Planning
Document summary, entity and beneficiary reviews.
Tax Management
Tax lots, harvesting, tax filing projections.
Operations
Beginning and end-of-day checks, exceptions, holds.
Where will more control matter most?
Map your current applications and what they do. Our team will identify what can be transformed and what can be retired.