Verta for Advisors
Help your SMB clients respond to EU sustainability requests—without becoming a sustainability consultant yourself.
Start Advisor TrialMulti-Client Dashboard
Manage all your SMB clients from one central view. See readiness status, blockers, and progress at a glance.
Batch Reporting
Generate disclosure packs for multiple clients efficiently. Save hours on repetitive work.
Client Templates
Create reusable templates for common industry patterns. Onboard new clients faster.
White-Label Reports
Add your firm's branding to client reports. Deliver professional outputs under your name.
Assurance Partner Access
Grant read-only access to auditors and assurance providers. Streamline the review process.
Priority Support
Dedicated support channel for advisors. Get answers fast when clients are waiting.
How It Works
Invite Your Clients
Send invites from your dashboard. Clients get their own workspace linked to your account.
Clients Complete Requirements
They work through the guided checklist. You see their progress and can jump in to help.
Generate Reports
Create disclosure packs individually or in batch. Add your branding.
Share with Assurance Partners
Grant read-only access for auditors when clients need limited assurance.