Verapath

New York – September 19, 2026 -- Verapath and GenTrust have formed a joint venture and launched VIRA, an AI-native wealth management platform designed to replace the patchwork of CRM, portfolio accounting, performance reporting, rebalancing and tax-loss harvesting tools that registered investment advisors (RIAs) currently run in parallel.

VIRA merges five separate wealth-stack functions into a single system of record

Advisory firms typically operate a CRM, portfolio accounting system, performance reporting tool, rebalancer, tax-loss harvesting engine and data warehouse as disconnected point solutions, each with its own data model and vendor relationship. VIRA consolidates these into one platform, eliminating duplicated data entry and the manual reconciliation work that currently absorbs operations staff.