Verra for Advisors
The facts below are what the maker publishes about Verra for Advisors, checked and dated. Our editors have not written about it yet.
Plans and prices
From Verra for Advisors's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Verra | $29 a month | All features included · unlimited records · 30-day free trial · $29/month |
| Verra | $299 a year | All features included · unlimited records · 30-day free trial · $299/year; page also shows monthly billing as $29/month |
The facts
Each one read from Verra for Advisors's own pages, with the date it was checked.
What it does
- AI
- Verra AI can summarize client activity, identify deals needing attention, draft proposals, suggest next actions, explain financial performance, and answer questions about workspace data.checked 7 Oct 2026
- Client workflow
- Advisors can manage client and prospect records with relationship history and key context.checked 7 Oct 2026
- Data use
- Verra says it never sells personal data and that workspace data is not used to train external models.checked 7 Oct 2026
- Engagement letters
- Engagement letters can be built as proposal documents with templates, e-signature, and acceptance tracking in a client room.checked 7 Oct 2026
- Fees and reporting
- Verra supports fixed-fee or retainer billing, part-payment records, receivables, and income tracking.checked 7 Oct 2026
- Integrations
- The pricing page says Verra connects existing scheduling tools and booking links are bring-your-own.checked 7 Oct 2026
- Users can connect a LinkedIn account to draft, schedule, and publish posts from Verra; posts publish only after user approval.checked 7 Oct 2026
- Not accounting software
- Verra tracks income and expenses for visibility but is not a replacement for full accounting software.checked 7 Oct 2026
- Opportunity tracking
- Advisory opportunities and referrals can be tracked through stages with values and next actions.checked 7 Oct 2026
- Purpose
- Verra provides advisors a workspace for client records, advisory opportunities, engagement documents, review tasks, fees, and business insights.checked 7 Oct 2026
- Reviews and compliance tasks
- Recurring tasks and checklists can schedule review cycles and repeat obligations for each client.checked 7 Oct 2026
- Security
- The privacy policy lists TLS and at-rest encryption, role-based access controls, row-level security, audit logging, least-privilege staff access, hardened cloud infrastructure, vulnerability updates, secret management, and backups.checked 7 Oct 2026
- Support
- The privacy policy lists [email protected] as the contact for questions about personal data.checked 7 Oct 2026
- Who it is for
- Verra is optimized for solo expertise business operators, and team support is listed as being on the roadmap.checked 7 Oct 2026
The company
- Maker
- Verra is operated by SME Digital and is described as an SME Digital venture.checked 7 Oct 2026
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