Digitize your active investment management workflow with vestr. Our platform allows you to automate and streamline your lifecycle management, from requesting to rebalancing to reporting.
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Access your portfolio anytime, anywhere
vestr provides real-time updates on your portfolio enabling you to make timely decisions based on the latest information.
Streamline your work for maximum productivity
vestr digitizes the rebalancing process of your portfolio, helping you to execute trades more efficiently and accurately in real time.
Define your own individual reporting format
Generate customized reports for your investors, making it easier for you to track portfolio performance and meet your investors’ needs.
The dashboard provides you with a high-level overview of all products including real-time product status, market data, historical performance as well as fee compositions.
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vestr’s electronic integrations with brokers and custodians empower you to execute orders and track those in real-time. Our sophisticated rebalancing calculator ensures swift, precise, and transparent orders and seamlessly integrates with Microsoft Excel.
Be it the KPIs, the charts, or your branding: vestr allows you to customize your client reports to meet both your needs and those of your clients. Reports can be automatically sent at a defined frequency and reporting templates can be shared across your organization.
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Unlike traditional investment product inquiries, requests via our platform are digitally transferred to multiple issuers that collaborate with vestr, freeing up time and resources for you to focus on serving your clients.
Solution
Together with vestr, our client Bank Julius Bär enabled efficient AMC management, providing real-time monitoring, instant market reaction, and access to over 1 million instruments for tailor-made client solutions.
Result
Within four years Bank Julius Bär has onboarded hundreds of investment products onto the vestr platform. Significant operational benefits were achieved, along with very positive feedback from the client base.
Challenge
Asset managers are faced with a growing number of clients per account. This trend is driven by increased regulation and a widening scope of active management services that cater to a diverse client base.
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We have the possibility to offer our clients tailor-made solutions in order to meet the individual needs.
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