Verra for Advisors

Spec sheet

Purpose

Verra provides advisors a workspace for client records, advisory opportunities, engagement documents, review tasks, fees, and business insights.Read 7 Oct 2026 · verra.digital

Integrations

The pricing page says Verra connects existing scheduling tools and booking links are bring-your-own.Read 7 Oct 2026 · verra.digital

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.Read 7 Oct 2026 · verra.digital

Support

The privacy policy lists [email protected] as the contact for questions about personal data.Read 7 Oct 2026 · verra.digital

Maker

Verra is operated by SME Digital and is described as an SME Digital venture.Read 7 Oct 2026 · verra.digital

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.Read 7 Oct 2026 · verra.digital

Client workflow

Advisors can manage client and prospect records with relationship history and key context.Read 7 Oct 2026 · verra.digital

Data use

Verra says it never sells personal data and that workspace data is not used to train external models.Read 7 Oct 2026 · verra.digital

Engagement letters

Engagement letters can be built as proposal documents with templates, e-signature, and acceptance tracking in a client room.Read 7 Oct 2026 · verra.digital

Fees and reporting

Verra supports fixed-fee or retainer billing, part-payment records, receivables, and income tracking.Read 7 Oct 2026 · verra.digital

LinkedIn

Users can connect a LinkedIn account to draft, schedule, and publish posts from Verra; posts publish only after user approval.Read 7 Oct 2026 · verra.digital

Not accounting software

Verra tracks income and expenses for visibility but is not a replacement for full accounting software.Read 7 Oct 2026 · verra.digital

Opportunity tracking

Advisory opportunities and referrals can be tracked through stages with values and next actions.Read 7 Oct 2026 · verra.digital

Reviews and compliance tasks

Recurring tasks and checklists can schedule review cycles and repeat obligations for each client.Read 7 Oct 2026 · verra.digital

Who it is for

Verra is optimized for solo expertise business operators, and team support is listed as being on the roadmap.Read 7 Oct 2026 · verra.digital

Plans and prices

Every Verra for Advisors plan and price →

Where Specifiction places it

• Financial Advisor Software#22 of 317.5