White label Software-as-a-Service solution for Actively Managed Products

- Actively Managed Certificates (AMCs)
- Actively Managed ETFs
- Separately Managed Accounts (SMAs)
- Other Actively Managed Products & Strategies

Dashboard of asset management software vestr

White label Software-as-a-Service solution

Vestr's Solution Use Cases:

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Actively Managed Certificates (AMCs)

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Actively Managed ETFs

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Separately Managed Accounts (SMAs)

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Exchange Traded Notes (ETNs)

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Limited Qualified Investor Fund (L-QIF)

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Crypto portfolios

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Portfolio management

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Other Structured products

The Delta Platform

Focus on your active investment while we provide the technology

Our digital platform connects issuers, asset managers and service providers fast, efficiently and securely. Say goodbye to outdated methods such as phone calls, emails and spreadsheets and focus on what matters most to your clients.

Real-time portfolio monitoring for asset managers with vestr

impact

Join the next generation of finance professionals

>1 billion

in rebalancing volume per month

>1'000

professional asset managers as users

+140%

YOY INCREASE IN PLATFORM USAGE

Meet vestr

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.

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Part of the global fintech ecosystem
vestr ecosystem partner SSPAvestr ecosystem partner SFA Singaporevestr ecosystem partner Innosuissevestr ecosystem partner Bloombergvestr ecosystem partner SIXvestr ecosystem partner Interactive Brokers

Work with us

What customers love about vestr:

Go-to-market in one day
We understand that time is indeed money for our clients. That is why with vestr issuers can set up an exchange-listed product on the same day.

Regulatory-compliant audit trail
Digitize the manual and error-prone bulk of spreadsheets, emails, and phone calls into one bullet-proof and fully auditable workflow.

Customized client reporting
Tailor the content of your client reporting, design it according to your brand guidelines, and have it automatically sent to your clients at your preferred frequency.

Pay as you earn
Avoid lengthy implementation projects with unknown outcomes: Instead of high upfront development costs, you only pay for what you earn on our platform.

white paper

Actively Managed Certificates (AMCs)

Active Managed Certificates offer solutions to various challenges associated with traditional investment funds for both investment managers and investors. These certificates benefit from the reputation and branding of on-balance sheet issuers, which lends them credibility regardless of their investment objective. The off-balance AMC wrapper further enables investment managers to offer alternative investment strategies linked to non-bankable assets, such as crypto, unsuitable for specific collective investment schemes.

In today's rapidly evolving landscape of technology and digital transformation, innovation is paramount for companies to thrive. This is particularly evident in the financial sector, where asset managers, investors, and service providers must adapt to the changing environment. The demand for specialized and tailored investment strategies is on the rise, prompting the integration of digitalization solutions to offer cost-efficient investment solutions while minimizing errors. Additionally, regulatory bodies emphasize transparency and disclosure in active portfolio management strategies, underscoring the importance of data quality.
This white paper, authored by Stefan Wagner (vestr AG) and Luca Bianchi (Kellerhals Carrard), serves as a comprehensive primer on Actively Managed Certificates (AMCs).

Please fill out this form and you will receive the white-paper via email.