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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.
Separately Managed Accounts, often referred to as SMAs, are investment portfolios tailored to individual investors and managed by professional investment managers. Unlike mutual funds or exchange-traded funds (ETFs) that pool assets from multiple investors into a single fund, SMAs provide a more personalized and direct ownership experience. Each investor's account is managed separately, allowing for customization based on their unique financial objectives, risk tolerance, and preferences.
Separately Managed Accounts represent a powerful tool in the hands of investors seeking a more personalized and tailored approach to wealth management. With customization, direct ownership, and professional management, SMAs offer a unique way to align investment strategies with individual financial objectives. As with any investment decision, careful consideration of one's financial goals and risk tolerance is essential, but SMAs can be a valuable option for those looking to take control of their investment journey.
To help us connect you with the right sales team member or resource, please fill out the form.
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