VESTIO Wealth Management is a one-stop wealth management system that offers comprehensive coverage of the entire investment chain including CRM, portfolio analysis, fund registry, compliance monitoring, risk management, performance attribution, and client reporting.
VESTIO caters to the comprehensive needs of investment companies, wealth managers, traders, hedge funds, and family offices by presenting effective management, monitoring, and control of their core operations. It allows simultaneous manipulation of mutual funds and fiduciary accounts, as well as proprietary portfolios.
The system covers the most important asset classes namely Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity.
The solution provides a full set of analytical reports. It enables both management and clients to access their portfolios remotely through a web-based platform and track them via automated emails, SMS, and fax alerts.
The system is comprehensive, flexible, and fully customized to the unique needs of local and international markets and investments.
Its key modules include: