VIRAThe wealthtech stack is evolving.
VIRA allows firms to decide what stays, what changes, and what goes.
- Portfolio Management
- Risk Analysis
- Financial Planning
- Estate Planning
- Tax Management
- Operations
- Client Onboarding
- CRM
- Billing
- Marketing
- Compliance
- Document Management
- Scheduling
- Markets Analysis
- Performance & Attribution
Transfer capabilities to VIRA when you decide.
Map how your existing software operates, implement that behavior inside your environment, and decide what stays, what changes, and what goes.
- Keep
- Anything that already meets your requirements stays. Nothing is forced.
- Transform
- VIRA rebuilds the capability inside your environment, to your operating rules.
- Retire
- The external app is switched off only once the replica proves itself.
- 01 · Map
Start with what each application has to do.
Tell us what you run. We document the workflows, rules, inputs, decisions and outputs that determine how it operates — the behavior that matters.
- 02 · Transform
VIRA implements that behavior inside your environment.
On your data, to your operating rules, on Verapath’s private, model-agnostic infrastructure for regulated financial institutions.
- 03 · Validate
Replace an application only when its replica meets your requirements.
Outputs checked against the old system. Review controls confirmed. Your team signs off — not ours.
- 04 · Retire
Switch off the external application. Choose the next one.
One fewer login, one fewer invoice, one fewer copy of the client. Keep anything that still earns its place.
Your wealthtech stack, built around the capabilities you rely on.
Each tool in your wealthtech stack solves a need, but together they create layers of cost, integrations, and complexity.
VIRA brings selected capabilities into your controlled environment, so you can simplify the stack without disrupting systems that work.
- 01
Portfolio Management
Accounts, positions, models, and smart rebalancing across every custodian.
- 02
Risk Analysis
Exposure, drift, and backward/forward looking stress testing of portfolios.
- 03
Financial Planning
Goals, savings, what-ifs, customized plans, and Monte Carlo analysis.
- 04
Estate Planning
Document summary, entity and beneficiary reviews.
- 05
Tax Management
Tax lots, harvesting, tax filing projections.
- 06
Operations
Beginning and end-of-day checks, exceptions, holds.
- 07
Client Onboarding
Personal info and risk intakes, new document creation, and account opening.
- 08
CRM
Households, contacts, pipelines, tasks.
- 09
Billing
Fee schedules, runs, invoice creation, and receivables tracking.
- 10
Marketing
Campaigns, audiences and content, with attribution.
- 11
Compliance
Search tracking, approvals, document review, disclosures, restricted list monitoring.
- 12
Document Management
Uploads and retention of client statements and documents in one place, internal wiki to manage business.
- 13
Scheduling
Meetings, availability, client booking.
- 14
Markets Analysis
Market dashboard, watch list monitoring, charting tools.
- 15
Performance & Attribution
Measurement, attribution, and analysis of portfolios.
VIRA brings industry knowledge and security together.
Over the past decade, GenTrust has built VIRA core functionality working alongside its advisors, investment team and operations to meet the demands of how they work.
Verapath provides private, model-agnostic AI infrastructure for regulated financial institutions. Its purpose-built agents let banks, wealth and asset managers, and credit unions own, govern and continuously evolve their intelligence.