Business introduction
White label Software-as-a-Service Platform to manage your actively managed products
Driving financial progress through cutting-edge technology. We are vestr
We are a team of finance and engineering experts delivering innovative technology solutions that meet the needs of financial managers.
Our story - From idea to impact
Having worked in finance ourselves, we recognized the unmet need for digitization and understood the profound impact that this technological change would bring. Today, we are living that change.
Our vision - Shaping the future of asset management
Our mission is to develop groundbreaking technology to propel asset management to the next level.
- Disrupt active investment management through technology
- Meet clients’ needs of today and tomorrow
- Become a one-stop-shop for digital asset management
- Practice transparency for clients and regulators
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
