Industries
Built for firms that run on too many systems.
Wealth management, in every shape it takes. Pick yours — see which capabilities matter most.
Independent RIAs
Twelve subscriptions become one system your firm owns.
01One login for advisors and operations — every module reads the same household record.
02Fee schedules, runs and invoices priced from the same positions you report on.
03Every query scoped to your firm. Nothing commingled with anyone else’s book.
Capabilities that matter most
CRMPortfolioPlanningOperationsBillingCustodial DataMarket DataMarketingCompliance
Family offices
Households that span generations, entities and currencies.
01A multi-generational household graph — spouses, trusts, business entities, heirs — with AUM rolled up across the links.
02Multi-currency accounts: local and base values side by side, translated at stored FX rates.
03Plans built on live balances, not spreadsheets re-keyed each quarter.
Capabilities that matter most
CRMPortfolioPlanningOperationsBillingCustodial DataMarket DataMarketingCompliance
Hybrid & BD-affiliated advisors
Supervision built in, not bolted on.
01Approvals and disclosures on an append-only trail — never edited, never deleted.
02Restriction lists and account holds that stop a trade before it goes out.
03Campaigns, lists and a content calendar that route through review.
Capabilities that matter most
CRMPortfolioPlanningOperationsBillingCustodial DataMarket DataMarketingCompliance
Bank & trust wealth divisions
Back-office discipline for regulated balance sheets.
01Beginning- and end-of-day checks, with exceptions queued for a named person.
02Permissions down to the page: a section is visible only if you may open something in it.
03Benchmarks and return series maintained centrally, so every relative number agrees.
Capabilities that matter most
CRMPortfolioPlanningOperationsBillingCustodial DataMarket DataMarketingCompliance
Whatever the shape
Three things every regulated firm gets.
Your data, your environment
Custodian files, prices and return series land in your database. VIRA runs on Verapath’s private, model-agnostic infrastructure for regulated financial institutions.
An assistant that asks first
Vira reads only what you can read, writes nothing without your confirmation, and can never trade or move money.
One application at a time
Keep what already meets your requirements. Replicate the rest inside VIRA. Retire the external app when the replica proves itself.
Don’t see your shape? Show us.
Map your stackThirty minutes. Bring your vendor list.