Vestrata
HQ Address
4 rue Dicks, L- 1417 Luxembourg, Grand Duchy of Luxembourg
Website Address
Business introduction
Empowering Wealth Managers Through an Integrated, Innovative Investment Solutions Platform
From increased regulatory complexity to challenging cost-to-income ratios, to a lack of differentiated investment solutions, the wealth management industry is facing significant challenges. This is making it more difficult for wealth managers to grow and enhance client engagement
Vestrata understands these challenges. Our outsourced platform empowers banks to address the core of wealth management – Investment Solutions – in order to transform, control and grow.
We’ve partnered with industry leading investment and platform providers to deliver a suite of differentiated and compelling Investment Solutions.
Our flexible and modular Investment Solutions platform allows you to leverage state-of-the-art technology to focus on client engagement in a compliant and scalable manner. Our tools provide enhanced advisor productivity through systematic advisory and sales management processes.
We work with you, as an extension of your value proposition, to provide your Chief Investment Office (CIO) and Investment Products & Solutions (IPS) functions with the Investment Solutions offering and platform to not just meet your challenges, but to overcome them.
Vestrata Solutions
Vestrata Advisor Portal
Client engagement is at the core of client satisfaction and retention. Vestrata’s Advisor Portal equips your Client Advisors to proactively engage with clients and provide investment ideas and solutions that are relevant to the individual client’s investment risk profile. Our Investment Products and Solutions Portal provides management an enterprise-wide view of......
