Verlo

Verlo is the first truly AI-native CRM for wealth management firms.

Unlike traditional CRMs, Verlo updates itself by automatically pulling in client data from custodians, call recordings, emails, calendars, and documents.

Then, advisors can ask the Verlo chat agent questions like “Which of my clients own AAPL stock?” or “How much did Alan Smith invest last month?” and get accurate answers immediately, no filters, no custom reports.