The artificial intelligence (AI)-native platform aims to centralise advisory operations under one system of record.
Verapath, a custom AI infrastructure platform for regulated financial institutions, and GenTrust, an investment-focused multi-family office firm, have launched Vira, an AI-native wealth management platform developed through a joint venture between the two firms. The platform is built AI-native, with intelligence embedded directly into operational processes The platform will consolidate core advisory functions into a single operating system for registered investment advisers (RIAs), rep