Practice-wide AUM visibility, automated AI lead scoring for high-net-worth prospects, proactive FICA and FAIS review cadences, and net capital flow tracking—built for modern advisory practices.
Your practice at a glance
See how automated mandate pipelines and proactive reviews accelerate AUM acquisition.
Everything wealth managers, IFAs, and advisory practices need to manage active client mandates, track discretionary fee revenue, and scale relationships.
Every client interaction, record of advice, portfolio review transcript, and FICA re-verification is timestamped and cryptographically archived.
Replace disconnected spreadsheets and legacy banking software with a purpose-built advisory operating system.
Live visibility into total funds under management, asset class allocations (Equities, Bonds, ETFs, Cash), and net capital inflows.
Automatically rank high-net-worth prospects by corporate role seniority, business ownership, and liquidity milestones.
Track qualified mandates from discovery consultation to signed discretionary agreements with 75% historical win rates.
Never let private clients drift. Automated review alerts ensure every account receives annual reviews and FICA compliance updates.
Record bespoke 2-minute market commentaries and personalized portfolio reviews with built-in teleprompter guidance.
Prospective and active clients schedule consultations directly into advisor calendars with zero double-booking friction.
Veyra’s AI Lead Scoring continuously evaluates C-level executives, business owners, and corporate leaders across your database—spotlighting hot leads who need advisory guidance.
| Executive Name | Company & Title | Lead Score | Last Contact |
|---|---|---|---|
| Michelle Steyn michelle@stellartech.co.za |
Stellar Tech Solutions CEO |
90 · Hot | 2 days ago |
| James Whitfield james.whitfield@meridiancap.co.za |
Meridian Capital Group CFO |
85 · Hot | 3 days ago |
| Anele Dlamini anele.d@horizonlogistics.co.za |
Horizon Logistics Operations Director |
78 · Hot | 5 days ago |
| Ravi Pillay ravi.p@bluelagoon.co.za |
Blue Lagoon Hospitality Managing Director |
72 · Hot | 7 days ago |
High-net-worth clients rarely read 12-page PDF quarterly statements. Veyra’s embedded Video Studio empowers advisors to record concise 2-minute portfolio walkthroughs and deliver them with verifiable client engagement telemetry.
Eliminate gut feelings from quarterly revenue forecasts. Understand exactly where new mandates sit, stage drop-offs, and historical conversion velocity.
Average open deal size: R 358 000,00 across 9 total qualified wealth advisory deals.
See how eliminating admin drag and automating client review cadences translates to AUM expansion.
"Before Veyra, our advisors spent 15 hours a week cross-referencing spreadsheets with portfolio systems just to prepare for annual reviews. With Veyra’s practice-at-a-glance dashboard and proactive review alerts, our client review completion jumped from 46% to over 90%, and we’ve closed R 2M in new mandates this quarter alone."