PRIVATE BANKING SOLUTION
SOLUTION PROVIDING THE QUALITY OF SERVICE YOUR CLIENTELE DESERVE
LEARN MORE
Vestio is the Wealth & Asset Management System that offers comprehensive coverage of the entire investment chain under a single platform, supporting a wide variety of products and entities, and flexible enough to cater to changing regulatory requirements. Vestio caters to the precise needs of Investment Companies, Wealth Managers, Traders, Hedge Funds, and Family Offices by presenting effective management, monitoring, and control of their core operations.
It allows simultaneous manipulation of mutual funds, fiduciary accounts and proprietary portfolios as many more functions, all executed under one single system, eliminating the need for any additional third-party applications. It is the most efficient Investment Management Software.
Fully Automated Process
Robust, Secure & Immensely Scalable
Flexible to Client & Regulatory Demands
FATCA Applicable
Seamless Integration
24/7 Support Team
English & Arabic Interface
Supports & Complies with GCC Regulations
Complete Front-To-Back Solution
Enrich and streamline your business with one integrated, modular system
Increased Efficiency with Automation
End-to-end processes starting from client onboarding and relationship management up to portfolio monitoring and reporting
Comprehensive Business Governance
Seamlessly connected environment and integration of all relevant data and sources across your business
Solutions
Professional Services
Data & System Migration
Implementation & Integration
Market Data Feed Integration
Technical Support
Request a free demo!
In a market with a multitude of investment options and changing regulatory environments, finding a Wealth Management System that caters to our niche requirements was very difficult. After exploring a range of international solutions, we found VESTIO as the only system capable of answering to all the challenges that we, as an Investment Company, face nowadays.
We have gained a competitive edge through the use of technology by IDS as the following: Availability: can you exercise trades at your chosen time, rather than only during certain hours. Tools: the online Trading Platform include analytical tools that help you monitor certain stocks on your watch list and Charting tools are available to track performance of the market and detect trends that impact your investment decisions.
