VIRA Wealth

VIRA Wealth is the companion app for advisory firms already running VIRA Wealth Management software. It pairs to your firm's own VIRA Wealth instance, so your data stays in your environment — the app never routes client information through a third-party service. CAPTURE CONTACTS WHERE YOU MEET THEM Conferences and client events are where relationships start, and where details get lost. VIRA Wealth turns a handshake into a CRM record in seconds: • Photograph a business card and let your instance read the details into the form • Or type the details in by hand when there is no card to scan Every capture can be tagged with the event you met the person at, plus a comment about what you talked about, so the context survives the trip home. NO DUPLICATES As you type a name, the app searches your CRM and shows anyone who already matches. Link the capture to the existing record instead of…