Vestio Trading Tools

Vestio Trading tools are an additional dimension to the Client Portal introduced by adding extended functionality to the users of the client portal by giving them the ability to perform trades via the portal interface. The parties who will be able to benefit from this new trading functionality are financial institution’s clients or their associates as well as VESTIO users.

Features

  • The full power of purchase control (currency level)
  • MDF level 1 and level 2
  • Trade & follow up using multiple PF
  • Executions reflected directly to BO and users PF
  • Unified client watch list
  • Administration on the web for using the module and in the BO for trading on the PF
  • Uses ROR or HUBS at the organization
  • Compatible with mobile devices
  • The full power of purchase control (currency level)
  • MDF level 1 and level 2
  • Trade & follow up using multiple PF
  • Executions reflected directly to BO and users PF
  • Unified client watch list
  • Administration on the web for using the module and in the BO for trading on the PF
  • Uses ROR or HUBS at the organization
  • Compatible with mobile devices

WOULD YOU LIKE TO LEARN MORE?

Simply write us a message and we will be in contact with you soon!

AutoFill With LinkedIn