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On the recordRead 7 Oct 202615 facts
Verra for Advisors
Plans and prices
Verra
$29a month
All features included · unlimited records · 30-day free trial
Read 7 Oct 2026 · verra.digital
Verra
$299a year
All features included · unlimited records · 30-day free trial
Read 7 Oct 2026 · verra.digital
On the record
- 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.verra.digital · read 7 Oct 2026
- Client workflow
- Advisors can manage client and prospect records with relationship history and key context.verra.digital · read 7 Oct 2026
- Data use
- Verra says it never sells personal data and that workspace data is not used to train external models.verra.digital · read 7 Oct 2026
- Engagement letters
- Engagement letters can be built as proposal documents with templates, e-signature, and acceptance tracking in a client room.verra.digital · read 7 Oct 2026
- Fees and reporting
- Verra supports fixed-fee or retainer billing, part-payment records, receivables, and income tracking.verra.digital · read 7 Oct 2026
- Integrations
- The pricing page says Verra connects existing scheduling tools and booking links are bring-your-own.verra.digital · read 7 Oct 2026
- Users can connect a LinkedIn account to draft, schedule, and publish posts from Verra; posts publish only after user approval.verra.digital · read 7 Oct 2026
- Maker
- Verra is operated by SME Digital and is described as an SME Digital venture.verra.digital · read 7 Oct 2026
- Not accounting software
- Verra tracks income and expenses for visibility but is not a replacement for full accounting software.verra.digital · read 7 Oct 2026
- Opportunity tracking
- Advisory opportunities and referrals can be tracked through stages with values and next actions.verra.digital · read 7 Oct 2026
- Purpose
- Verra provides advisors a workspace for client records, advisory opportunities, engagement documents, review tasks, fees, and business insights.verra.digital · read 7 Oct 2026
- Reviews and compliance tasks
- Recurring tasks and checklists can schedule review cycles and repeat obligations for each client.verra.digital · read 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.verra.digital · read 7 Oct 2026
- Support
- The privacy policy lists [email protected] as the contact for questions about personal data.verra.digital · read 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.verra.digital · read 7 Oct 2026
