Veritas RIA Practice Management

Description

Veritas is a white-label, multi-tenant practice-management platform for Registered Investment Adviser firms — any number of independent advisory firms run on one install, each fully isolated by org_id on every query, not just in the UI. A 15-step onboarding wizard covers KYC/CIP, AML screening, an 8-question risk questionnaire, investor-status determination, and e-signed disclosures (Form ADV 2A/2B, Form CRS, Reg S-P); investment analysis maps that risk score to one of five model portfolios and runs Monte Carlo goal projections alongside Sharpe, Sortino, and max-drawdown performance analytics. AUM billing runs post straight to a real double-entry general ledger — no manual reconciliation between billing and bookkeeping — with custodian-account tracking, balance reconciliation, and firm-wide roll-up reporting. Firm name, logo, and brand colors re-theme the entire app per organization automatically. Client data is encrypted at rest (AES-256-GCM), sessions are HMAC-signed, and login throttling, password reset, and security headers are built in — illustrative capital-market assumptions and simulated data throughout, not a live custodian feed or investment advice.