CLIENT DIGITAL TOOLS
Vestio offers a digital client portal that can be accessed from anywhere: tablets, mobiles or laptops. Providing your customers with a unique digital wealth-management experience by offering them transparency and tailored investment advice which they require. The digital portal is a flexible solution that can digitalize the client's experience to any degree suitable for the client and the wealth management advisor. Creating a platform for direct communication between the parties, strengthening their bond, via a highly user-friendly solution.
FEATURES
FRONT OFFICE
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A Personalized Experience
Offer clients an exclusive personalized digital experience with our configurator, from the visual design to data visualization, and available reports and fact sheets.
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Transparency
Offer clients the transparency they deserve by offering them an overview of their portfolio valuation, performance, future cash flows, personal reports & secure messaging.
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Increased Productivity
The digital tools allow you to automate and digitalize many labor-intensive, paper-based and time-consuming tasks. Leaving more time to build client relationships and grow your business.
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Client Notifications
Reach-out to your clients directly through the client digital tools, allowing clients to upload and modify CRM documents, receive reminders, forecasts, and latest product updates.