Verlo

Verlo is an AI operating system designed for wealth management firms, helping financial advisors use artificial intelligence across their practices while supporting security and compliance needs. Its platform connects with custodians, CRMs, document storage, calendars, and email, making client information easier to search and reference. Advisors can ask questions in plain language and use AI agents to prepare for meetings, draft follow-up emails, review portfolios, analyze Roth conversions, and run retirement simulations.

Verlo also helps firms automate client onboarding, populate forms, track requested documents, and coordinate workflows. Meeting tools bring together CRM records, past discussions, and open tasks to create briefs and agendas. Portfolio reviews can draw live custodian data into client-ready reports, while brand standards help keep proposals, reports, and onboarding materials consistent. AI-drafted emails can be tailored to an advisor’s voice and reviewed before sending.

The company highlights data protections including zero data retention, U.S. data storage, encryption, access controls, audit logs, and SSO with MFA. Verlo states that client data is not used to train AI models.