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vestr

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https://www.vestr.com/

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Solution introduction

Accelerate your time-to-market with next-level technology

  • 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

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