Vestio Client Portal

Vestio Client Portal is a web-based application that offers end-users a personalized digitized wealth management experience. Enabling financial institutions to enhance the value provided to their customers through a flexible and custom-build dashboard. The Client Portal is integrated with Vestio, the core wealth management system, to simplify the real-time control, analysis, and monitoring of the portfolio.

Portal Features for a Unique Client Experience

White-labeled Portal for Financial Institutions

Offer end-users a branded experience of simplified investment management, accessible from any browser. The cloud-based interface is built with bank-grade security to protect end user’s sensitive financial data.

Customizable Portal Interface for End-Users

Allow end-users to customize the portal dashboard in accordance with their preferred dynamic financial data screens and reports from a wide library of analytical and reporting tools, offering a unique experience for every user.

Platform Functionality

  • A comprehensive view of a client’s investment profile including real-time valuations, holdings, assets, and liabilities.
  • Goal’s visualization and future earnings projection
  • Fund management of subscriptions and redemptions
  • Profit & loss reports
  • Life balance sheet & income statements
  • Alerts and warnings engine
  • Advanced reporting engine
  • Portal Analytics module with a comprehensive overview of their investments and even enables them to analyze their portfolios from different angles.
  • New prospect account opening
  • Detailed investment product information
  • Portfolio return calculations & composition information
  • Online payments for funds or portfolios
  • Transaction & account history
  • Investment risk measurement & analytical tools
  • KYC Uploads
  • Instruction Care Order Module/trading tools
  • Allow customers to compare their investments to their default benchmarks and models.

Technologies used

Angular 8

for front-end

Microservices architecture

implemented using. NET core 3.0 for back-end

MSSQL

for the database

Identity server

with Auth 2.0 and OpenID

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