EMPOWERING WEALTH MANAGERS THROUGH AN INTEGRATED, INNOVATIVE INVESTMENT SOLUTIONS PLATFORM

From increased regulatory complexity to challenging cost-to-income ratios, to a lack of differentiated investment solutions, the wealth management industry is facing significant challenges. This is making it more difficult for wealth managers to grow and enhance client engagement.

Vestrata understands these challenges. Our outsourced platform empowers banks to address the core of wealth management – Investment Solutions – in order to transform, control and grow.

We’ve partnered with industry leading investment and platform providers to deliver a suite of differentiated and compelling Investment Solutions.

Our flexible and modular Investment Solutions platform allows you to leverage state-of-the-art technology to focus on client engagement in a compliant and scalable manner. Our tools provide enhanced advisor productivity through systematic advisory and sales management processes.

We work with you, as an extension of your value proposition, to provide your Chief Investment Office (CIO) and Investment Products & Solutions (IPS) functions with the Investment Solutions offering and platform to not just meet your challenges, but to overcome them.

ENABLING OPERATING LEVERAGE

Vestrata improves your operating leverage by reducing the cost and resources needed to originate, conduct due diligence, and deliver client-relevant investment solutions. With more efficient operating leverage, you are positioned to grow assets and increase revenue in a compliant and sustainable manner.

ENHANCE CLIENT OUTCOMES

Vestrata provides access to innovative and compelling discretionary, advisory, alternative and ESG investment solutions — developed in close collaboration with world-class investment solution partners.

Our Advisor Portal enables disciplined and systematic client engagement, resulting in enhanced client outcomes and improved client satisfaction.

REDUCE RISK AND ENHANCE COMPLIANCE

Vestrata delivers effective product governance and product selection, consistent with your investment philosophy. Client Advisors are empowered to provide added value to clients with investment recommendations and products suitable and appropriate to an underlying client’s risk profile. And, our IPS Portal gives you critical Risk analytics through Portfolio Quality scoring, Portfolio Health checks and Portfolio Risk Alerts.