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Vera — the Veracis AI
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Meet Vera.

The AI built into the Veracis platform. The calculations beneath her are deterministic, auditable and traceable to every basis point — Vera's job is to read them and explain, in plain English, what moved and why, before your reviewers sign off.

The numbers are always the numbers. Vera just helps you understand them faster.

Live today

Every fund reviewed,
every day — automatically.

In Fund Attribution, Vera runs after every calculation, on every fund, before anything reaches an approver. Her note is stored against the fund and NAV date, on the same audit trail as the sign-off itself.

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She reads the whole day
Tracking difference against tolerance, the largest contributors by name, price and FX exceptions against the index, dividend differences, unattributed return, and movements that look like corporate-action effects.
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She answers the reviewer's first question
"Anything I need to worry about today?" — answered in plain English per fund, with the specific securities and exceptions to check. Reviewers start where it matters instead of scanning everything.
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Clean means clean
Vera only passes a fund without commentary when there is genuinely nothing to flag — no unapproved exceptions, no unattributed movement, nothing unusual. Anything else gets said out loud.
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On the record
Every note is written into the day's record beside the numbers it describes — reviewable later, exactly as your approvers saw it.
AI with discipline

Rules we don't bend.

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AI never calculates
Every figure on the platform comes from deterministic calculation engines. Vera reads results; she cannot alter, produce or approximate a number.
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Commentary cites the data
Vera's notes reference the same values shown on screen — in your chosen display, monetary, percentage or basis points. No unverifiable claims.
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Humans sign off
Vera informs the review; she doesn't perform it. Every release still goes through two-level human approval, with her note as evidence beside it.
In development

Where Vera is going.

Two capabilities are in active development — shown here as previews, clearly labelled, not live claims.

Conversational interface In development
Ask questions about your fund range in plain English — tracking movements, contributors, comparisons across funds and dates — and get answers grounded in the same calculated data the dashboard shows.
Document intelligence In development
In Fund Master: consistency-checking a new fund document against its siblings, and extracting static data points — every extracted value routed through maker-checker approval with provenance to its source. See Fund Master →
Preview

What conversational Vera
will feel like.

A preview of the conversational interface currently in development.

Vera
Vera — Veracis AI
CONVERSATIONAL INTERFACE — IN DEVELOPMENT · ILLUSTRATIVE PREVIEW
JR
Why did the tracking error on the Global Equity ETF spike yesterday?
Vera
The tracking difference on Global Equity ETF widened to +18.4 bp, primarily driven by three factors:

1. Weight difference (+8.2 bp) — the fund was underweight its largest technology holding after last week's rebalancing trade settled a day late.

2. FX impact (−4.1 bp) — USD strengthened 0.3% intraday against EUR, widening the base-currency gap on European holdings.

3. Cash drag (−3.8 bp) — an elevated cash position from Tuesday's €12M subscription not yet deployed.
JR
Which other funds should I look at this morning?
V
Two funds carry open flags from today's review:

Euro Corp Bond ETF — at 7.8 bp against a 10 bp tolerance, with one unapproved FX exception.

EM Equity ETF — 14 index constituents went ex-dividend; the dividend difference is the day's largest single contributor.
Ask anything about your funds...
Illustrative example — feature in development; figures shown are for demonstration only.
See her work

Precision first.
AI second.

See Vera's daily review working on real attribution output — request a demo of Fund Attribution.

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