15 areas where VIRA can transform your wealth stack.
Fifteen capabilities, one AI assistant, one source of truth — inside your environment, in the order you choose.
Every capability, on one platform interface.
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.
Client Onboarding
Personal info and risk intakes, new document creation, and account opening.
CRM
Households, contacts, pipelines, tasks.
Billing
Fee schedules, runs, invoice creation, and receivables tracking.
Marketing
Campaigns, audiences and content, with attribution.
Compliance
Search tracking, approvals, document review, disclosures, restricted list monitoring.
Document management
Uploads and retention of client statements and documents in one place, internal wiki to manage business.
Scheduling
Meetings, availability, client booking.
Markets Analysis
Market dashboard, watch list monitoring, charting tools.
Performance & Attribution
Measurement, attribution, and analysis of portfolios.
VIRA
This page
6 tool packsOne assistant that sees the whole firm. It asks before it acts.
Accounts, action items, next step — in one answer. Reads only what you can read. Nothing written without your confirmation. It can never trade or move money.
Use any capability inside VIRA, from any of your application providers.
VIRA transforms your business by mapping each capability and the data it needs to the right place. Replicate the capability you need, then expand from there.