
Vera speeds up onboarding by replicating your (unique) portfolio structure in Treety with minimal effort; either with a simple portfolio upload, or during manual creation of Funds and assets.
Fund and asset profiles are managed in the system, and continually enriched with more context.
Vera supports users in choosing the appropriate framework, and assists them in tailoring these frameworks for their unique reporting requirements

VERA automates routine data requests across your portfolio assets, saving you time and reducing manual follow-ups.It monitors each asset’s progress and activity, summarizing everything into a clear checklist of action items that need your attention as a fund manager.If engagement stalls, VERA proactively drafts a follow-up message to help you reinforce timelines and keep data collection on track.