The Vestio E-Trading tool is your financial company’s and your client’s access to market.  The system is a web-portal for direct market access, making complex trading easy. 

This tool will allow users to login through a secure online portal and perform order placements, check account balances, P&L analysis and assess key performance metrics from a unified platform.

The portal offers users utmost flexibility to fully monitor their portfolio and manage trades by monitoring live-market quotes and market movements and perform instant orders.

Functionalities of Vestio E-Trading Tool:

  • Portfolio Position: Details about the portfolio’s cash and shares
  • Place and Manage Orders (Easily place orders, manage open orders, and view recent trades)
  • Access to Orders’ History
  • View market movements with streaming quotes, news, earnings, dividends, depth view, gains, and more
  • Watchlists to monitor real-time market quotes based on market data subscriptions
  • Real-time alerts based on price, time, margin and volume that notify of important
  • Generate Statement Reports
  • Generate Balance Details Reports
  • View Stock Alerts
  • Adjust preferences
  • Internal messaging
  • Commission Calculator Section
  • Easily trade and monitor the account from any device.
  • Real-time market-risk management platform