The right AIfor your wealth.
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?”
This is a very small window to judge performance. Longer-term context matters.
See how actual holdings, cashflow and goals shape the years ahead, then take it to your advisor.
What Vera doesnot do.
- It does not place trades or move money.
- It does not replace your named human advisor.
- It does not make decisions on your behalf.
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.
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.

