Vera · AI wealth assistant
Your AI wealth assistant,inside Vault.
Vera is the AI assistant built into Vault. It answers from your actual portfolio, plan and cash in seconds, and it works alongside your dedicated advisor, not instead of them.
Vera
BetaGood morning.
Ask me anything about your wealth.
Grounded in your Vault account context.
Try another question
Ask Vera yourself
General information, not advice. Vera answers from your own numbers inside Vault.
Every useful answer starts with the right context.
“How much cash should I keep available?”
That depends on your income, expenses, goals, and risk tolerance.
No account access“How much cash can I use without touching my plan?”
Start with the question.
Then add the context.
Ask Vera anything. First, see the kind of answer any capable assistant can give. Then see what changes when the answer can see your Vault.
Useful in the moment.
Connected to the bigger picture.
Vera can explain a portfolio move, surface a plan trade-off, or prepare the right question for your advisor. It does not ask you to rebuild your financial life in a chat.
From “what happened?”
to “what now?”
What your portfolio did this month and what drove the move, in plain numbers.
How today's holdings, saving rate and goals play out over the years ahead.
Your school fees goal is the furthest behind. Topping it up first keeps the plan on track.
Vera, explained
An AI wealth assistant that starts from your own accounts.
What Vera is
Vera is an AI wealth assistant built into the Vault app and the Vault web platform. Instead of answering money questions in the abstract, it answers them from the information already held in your Vault account: your holdings and allocation, your SmartCash balances, your goals and your financial plan.
It is made for the questions that come up between advisor meetings, such as what moved, whether a goal is still on track, or how much cash you hold against your plan. You get a clear answer in seconds instead of waiting for your next review.
What you can ask Vera
- How your portfolio performed this month, and what drove the move.
- Whether you are over-exposed to a region, sector or asset class compared with your plan.
- How much you hold in SmartCash, and how much you could use without touching your plan.
- Whether a goal such as school fees, a home or retirement is on track, and what would close the gap.
- What changed in your plan this month, and why.
- Which questions to take to your next conversation with your advisor.
What Vera can see
Vera's answers are grounded in the information in your Vault account: your holdings, allocation, cash position, goals and plan details. That is what lets it answer about your situation rather than a generic investor's.
What Vera will not do
Vera does not place trades, move money or make decisions on your behalf. Its answers are general information based on your own numbers, not personal investment advice. Recommendations come from your Vault advisor. Vault Wealth Limited is regulated by the Financial Services Regulatory Authority (FSRA) in Abu Dhabi Global Market (ADGM).
Vera and your advisor
Vera does not replace the people looking after your wealth. Every Vault client keeps a named human advisor. Vera helps you understand your position day to day and arrive at advisor conversations with better questions; your advisor brings the judgement, the context and the recommendations.
Where to find Vera
Vera is available to Vault clients in the UAE, inside the Vault app on iOS and Android and on the Vault web platform. It is free for all Vault clients, with no separate charge, and is currently in beta.
Know what you are opening up to.
Vera can work from the information held in your Vault account, including your holdings, allocation, cash position, goals, and plan details.
Generic AI can explain financial concepts. Vera can put the answer beside the account information that gives your question meaning.
No. Vera does not place trades, move money, or make decisions on your behalf.
No. Vera helps you understand your position and prepare better questions. Your named human advisor remains part of the relationship.
No. Vera is free for all Vault clients. There is no separate charge for using it.
No. Vera gives general information based on your own account data. For a recommendation on what to do, speak to your Vault advisor.
Vera is available inside Vault, in the app and the web platform. Open a Vault account to get started.
Ask the real question.
Open your account and meet the layer that already understands your plan.