CRM & CLIENT ASSISTANCE
The key to customer satisfaction lays in deeply understanding the client, and Vestio's CRM system does just that. The module offers a comprehensive set of tools for superior client relations managemen ...
The Family Office Solution provides investment officers comprehensive functionality to professionally manage and monitor financial assets, either in-house or externally managed. It’s built to optimize how both single and multi-family offices build their client relations, track investments, conduct due diligence, manage portfolios across all asset classes, analyze investment performance, and generate reporting. Offering specialized modules and rich parameterization features that enable delivery of tailor-made solutions, covering specific business and reporting requirements related to the investment management operations of a family office.
Features:
Single Point Control
Benefit from a single point of control for all operational activities.
Rich Client View
Increase client engagement by creating reports and analysis based on clients’ preferences for both monitoring and management purposes.
Family Motives at Core
Create restrictions for the system to operate strictly in accordance with Family’s investment interests.
Compliance with Internal, Local & Regional Regulations
Robust rules-based compliance engine to achieve effective risk control and compliance with internal, local & regional regulations.
Increase Performance Efficiency
With automated tasks and powerful administrative processes, Vestio will free up valuable time to focus on more profitable activities.
Instantaneous Alert Mechanism
Building and receiving ad-hoc alerts and notifications through the flow of information. Interaction through the software, e-mail, and SMS.
Risk Management
Powerful risk management and risk aversion capabilities covering all risks including VaR for market risk, and a comprehensive stress testing framework.
Sharia Compliant Solution
Vestio supports wealth managers operating in the Islamic Financial Markets by categorizing investments into sharia-compliant investments to support client needs.
Benefit from a single point of control for all operational activities.
Increased client engagement, the creation of reports and analysis based on clients’ preferences for both monitoring and management purposes.
Create restrictions for the system to operate strictly in accordance with Family’s investment interests.
Robust rules-based compliance engine to achieve effective risk control and compliance with internal, local & regional regulations.
With automated tasks and powerful administrative processes, Vestio will free up valuable time to focus on more profitable activities.
Building and receiving ad-hoc alerts and notifications through the flow of information. Interaction through the software, e-mail, and SMS.
Powerful risk management and risk aversion capabilities covering all risks including VaR for market risk, and a comprehensive stress testing framework.
Vestio supports wealth managers operating in the Islamic Financial Markets by categorizing investments into sharia-compliant investments to support client needs.
ACCOUNTING
Vestio’s automated accounting software simplifies your chart of accounts and continuously consolidates. With Vestio you can immediately increase team productivity, optimize workflows, make faster deci ...
PORTFOLIO MODELING & REBALANCING
Vestio is an effective portfolio management software that takes the complexity out of creating and managing different allocation models and portfolios, regardless of their size or scope. Additionally, ...
REPORTING
Vestio’s reporting system enables customers to gain instant access to essential performance reports for internal and external purposes. Its easy-to-use interface allows instant generation of customiza ...
ORDER MANAGEMENT & TRADE PROCESSING
Order management & trade processing module enables the entire trade process for the financial markets activities and payment transactions to be conducted electronically. That is done by executing pre- ...
FEES
The fees module simplifies the entire fee management process by offering you an extremely easily configurable module to manage all possible types of fees incurred. Offering automation in the process o ...
PERFORMANCE MEASUREMENT & ANALYTICS
Performance measurement and attribution add fundamental value to decision-making, just as achieving consistent data and comparable results. Vestio offers a diverse set of performance measurement and a ...
THIRD PARTY RECONCILIATION
The reconciliation module was designed to simplify and optimize reconciliation and validation processes for your institution with related third-party bodies as depositories and custodians. Offering to ...
PORTFOLIO OPERATIONS MANAGEMENT
Portfolio Operations Management module offers an optimized automated solution to effectively manage a wide range of a company’s portfolios. The module offers the needed functions to select the right i ...
RISK MANAGEMENT
Vestio provides a powerful credit and market risk solution, addressing a multitude of risks including price, volume, volatility, quality, delivery counterparty, credit, and multi-currency, with a full spectrum of physical and financial tools. The risk management module enables risk managers to access and mitigate potential operational risk creating a comprehensive risk assessment process that meets the needs of today's regulatory requirements.
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 tran ...
ALERT & NOTIFICATIONS HANDLER
Vestio is equipped with a powerful alert and notification mechanism to facilitates communication, enabling rapid transmission of vital information as warnings, critical issues, and reminders to all concerned within your organization as well as to the clients. In the wake of an incident, it is vital to inform all related parties to ensure a fast and effective solution, and this, in fact, is what Vestio offers.