Verra for Advisors

6.7easy start · #11 of 31
in Financial Advisor Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $24.92/mo.

Verra for Advisors is ranked #11 of 31 in financial advisor software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $24.92/mo.

Verra for Advisors plans and pricing

All plans

Verra $29/mo $29/month All features included · unlimited records · 30-day free trial verra.digital · 7 Oct 2026

Verra $299/yr $299/year; page also shows monthly billing as $29/month All features included · unlimited records · 30-day free trial verra.digital · 7 Oct 2026

Compared on financial advisor software

Free plan: No
Client portal: Yes
Proposal generation: Yes
Document vault: Yes
Billing and invoicing: Yes

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The record

Purpose: Verra provides advisors a workspace for client records, advisory opportunities, engagement documents, review tasks, fees, and business insights.
Client workflow: Advisors can manage client and prospect records with relationship history and key context.
Opportunity tracking: Advisory opportunities and referrals can be tracked through stages with values and next actions.
Engagement letters: Engagement letters can be built as proposal documents with templates, e-signature, and acceptance tracking in a client room.
Reviews and compliance tasks: Recurring tasks and checklists can schedule review cycles and repeat obligations for each client.
Fees and reporting: Verra supports fixed-fee or retainer billing, part-payment records, receivables, and income tracking.
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.
Integrations: The pricing page says Verra connects existing scheduling tools and booking links are bring-your-own.
LinkedIn: Users can connect a LinkedIn account to draft, schedule, and publish posts from Verra; posts publish only after user approval.
Data use: Verra says it never sells personal data and that workspace data is not used to train external models.
Not accounting software: Verra tracks income and expenses for visibility but is not a replacement for full accounting software.
Who it is for: Verra is optimized for solo expertise business operators, and team support is listed as being on the roadmap.
Support: The privacy policy lists [email protected] as the contact for questions about personal data.
Maker: Verra is operated by SME Digital and is described as an SME Digital venture.
Price from: $24.92/mo

Where it ranks on The Geeks Club

Best Financial Advisor Software in 2026#11 of 31

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Sources

verra.digital/for/advisors· checked 7 Oct 2026
verra.digital/pricing· checked 7 Oct 2026
verra.digital/faq· checked 7 Oct 2026
verra.digital/privacy· checked 7 Oct 2026
verra.digital/about· checked 7 Oct 2026
verra.digital· checked 7 Oct 2026