Equity

Bonds

Derivatives

Commodities

Real Estate

Private Equity

VESTIO Wealth Management System

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:

01.

Client Relationship Management

02.

Portfolio Modeling & Rebalancing

03.

Trade Processing

04.

Portfolio Operations Management

05.

Performance Measurement

06.

Fund Management

07.

Loan Management

08.

Treasury Risk Management

VESTIO Trading Suite (VTS)

VESTIO Trading Suite (VTS) is a Multi-Market Online Trading platform offered to brokerage firms, investment companies, and banks. It is a fully integrated ecosystem of products designed to enhance the stock trading experience through various tools and interfaces.

VTS is FIX 4.2/4.3/4.4/5.0 SP1 compliant and approved by the Qatar Exchange (QE) and the Kuwait Stock Exchange (KSE), and has become the number one online trading platform in Kuwait used by more than 10 licensed brokerage firms.

The Suite can be seamlessly integrated with other international markets through Bloomberg and Reuters ROR.

VTS is supported by numerous services namely Market Data Feed (MDF), Gateway and DropProxy, in addition to other system services including RSS, SMS, Email, and Equator.

Web Portal for

Online Trading

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App for

Mobile Trading

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Desktop app:

AccuTrade

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back-Office:

BrokerPlus

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Online Trading

Web Portal for Online Trading is the primary application within the suite. It is a robust and secure web portal that is personalized based on the company’s corporate identity.

The portal offers the capabilities to investment companies, banks, and financial organizations to allow their clients to trade directly within financial markets without broker involvement, whilst empowering them with potent financial charts and calculators and various trading tools and alert mechanisms that will help them protect their investments and make better trading decisions. At the same time, the back end of the portal is equipped with everything a financial organization needs to manage its clients’ portfolios, assign them to various traders, calculate commissions and fees, and produce necessary reports for clients and other stakeholders.

Mobile Trading

Mobile Trading is a mobile application developed as an extension for any company’s existing VESTIO Trading Suite and provides full functionality on mobile, giving a “Trading-on-the-go” experience for brokers and clients.

The application is built based on IDS profound knowledge of Stock Exchange markets and traders’ needs, and exploits the full capabilities of the devices’ GUI. It allows clients to place orders directly without broker involvement through their mobile devices (iOS, Android, and Windows Mobile). Furthermore, the app is fully integrated within IDS VESTIO Trading Suite.

AccuTrade

AccuTrade is a desktop application seamlessly powered by the user’s internet connection. The program communicates in real-time with the Stock Exchange market, displays various stock prices, indices, and market news to facilitate trading decisions, and allows traders and investors to buy & sell equities in real-time. AccuTrade contains two complementary modules, the Client End Module and the Broker’s Module.

BrokerPlus

BrokerPlus is a back-office and reporting system that aims at performing report generation and user management tasks. It takes over the management of all of the broker’s reporting from parsing data and reports incoming from the stock exchange, to producing portfolio specific reports and reports on outstanding fees and commissions, to sending out email and SMS communication to clients regarding their individual portfolio positions, transactions, and actions that need to be taken.