Solution introduction
Empowering wealth managers through an integrated, innovative investment solutions platform
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 client opportunities and engagement at multiple levels, including portfolio, client relationship, Client Advisor or Team level.
