Verlo | AI for Wealth Management

Johnson Family

3 sources 12 meetings

What's their total AUM and when did we last meet?

The Johnson family has $2,847,500 across 3 accounts.

Your last meeting was the Q1 Portfolio Review on Jan 8. Key topics: retirement timeline, 529 contributions.

Ask anything about your clients...

Simple questions take too long to answer

A client asks "how much did I invest last week?" and suddenly you're logging into three portals, downloading CSVs, and building pivot tables.

Scattered data

Custodians, CRM, SharePoint, spreadsheets. No single source of truth.

Manual aggregation

Hours spent exporting, copying, and consolidating.

Slow responses

Clients wait. Details get missed.

Connect your data

Link your custodian portals, CRM, and documents. Verlo indexes everything securely.

Custodians, CRMs, documents, and more.

Connected Sources

Custodian Connected

CRM Connected

Documents Connected

What's the Johnson family's total AUM?

The Johnson family has $2,847,500 across 3 accounts:

Brokerage $1,245,000

IRA $892,500

401(k) $710,000

Ask anything, get answers

No queries, no exports, no digging. Ask in plain English and get instant answers from all your connected sources.

Never miss a detail

Verlo syncs with your calendar and automatically joins your meetings. Get notes, action items, and follow-up drafts without lifting a finger.

Works with

Meeting Notes

Johnson Family - Q1 Review

Key Points

• Discussed retirement timeline
• Review 529 contributions

Action Items

Send updated projections
Schedule follow-up call

Hours saved weekly

10x

Faster responses

Source of truth

CSV exports

Give Your Team Hours Back, Every Week