Business introduction
Manage the lifecycle and reporting of actively managed products with our white label Software-as-a-Service solution
Focus on your active investment while we provide the technology
Discover vestr. Embrace the future
We are a team of finance and engineering experts delivering innovative technology solutions that meet the needs of financial managers.
Headquartered in the heart of Switzerland, a global hub of innovation and financial excellence, we specialize in developing cutting-edge software that empowers professionals.
Drawing inspiration from the Swiss tradition of precision and excellence, we have embarked on a journey to provide our clients with a seamless, efficient, and intelligent platform that not only simplifies their tasks but also enhances their decision-making capabilities.
vestr Solutions
vestr
Dashboard overview - efficient portfolio management: from index strategies to crypto assets Rebalancing tool - active investment management in real time Orders and executon - sophisticated order management Customized reporting - user-based customization of reports Investment rules - automated compliance checks Fee calculator - real-time fee calculation Activity log - compliant audit trail of all life-cycle events NAV calculation - daily NAV calculation ...
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
