VeraPath, a wealthtech innovator, has joined forces with the major registered investment advisor GenTrust to present VIRA, a wealth management platform operating with AI at its core, that meets the needs of independent RIAs, mainly for simplifying complex back-office operations and enriching client interactions. Developed to address the disjointed nature of traditional wealthtech components, VIRA integrates portfolio management, live trading, personalized financial planning, and compliance oversight into one system powered by intelligence. Using agentic AI workflows and automated data collection, the platform Really cuts down the amount of manual work, enabling wealth advisors to concentrate on deep client engagement and strategic investing.
Also Read: Conquest Planning Delivers Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
With enterprise-level security and fiduciary transparency as fundamental aspects, the platform keeps on processing data from multiple custodians to show real-time portfolio information and risk management.Emphasizing the transformative impact of the joint rollout,”This joint venture is the next step not only for Verapath, but for the wealth management industry,” said Alec Crawford, CEO of Verapath. “Our AI-native platform is built for everyone at an RIA, not only financial advisors, and it improves the client experience as much as it transforms the advisor’s. When you see ‘Powered by Verapath,’ you know you can trust us to deliver the quality, safety, governance and regulatory compliance you need to take your business into the future.”
