Vestio
Overview
About Vestio
The software is suitable for investment companies, wealth managers, traders, banks, and hedge funds. It aims to help accounting firms enhance their stock trading experience using third-party integration interfaces. Using the accounting features and compliance management tools on VESTIO, admins can scale the automation of repetitive tasks and maximize operational efficiency. The feature set also equips users with trade and asset tracking systems, enabling teams to optimize revenue generation.
VESTIO offers firms an integrated solution to access real-time data to assess risks, track portfolio performance, and manage client/investor relationships from a centralized dashboard. Admins can use contact management tools on the system to organize and store client information se...
Vestio Pricing
Please contact IDS Fintech directly for pricing details:
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for Vestio
1 Review
zuhair
Financial Services, 51-200 employees
Used daily for less than 12 months
Review Source: Capterra
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2017
Excellent
benefits reduce work stress and reduce the timing, currently we are able to generate the nav of the funds on the same day
PROS1-User Friendly 2- smart system 3- good interface 4- Dynamic reporting 5-Good Alert Engine 6- Smart Restriction Engine