VestServe 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

VestServe

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Pricing

Starting at $27,500.00 per year

About VestServe

VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment planning, cash flow tracking, trade order management and financial reporting.

Employees can use the solution to measure the performance of client portfolios and conduct returns, holdings or transaction-based attribution analysis. The application includes a fund administration module, which lets managers monitor daily accrual, calculate net asset value (NAV) and money market funds. Further, the solution enables non-profit organizations to track fund activity and analyze current investments.

VestServe integrates with QuickBooks, streamlining all accounting operations. Its centralized platform helps users manage stable value instruments such as traditional guaranteed investment contracts, (GIC) pooled funds and customized payment schedules. Support is provided via phone and email and pricing is available on request.

VestServe Screenshots

VestServe Pricing and Plans

Starting price: $27,500.00 per year

Free Trial

Free Version

Basic

$27,500.00

per feature, per year

No plan information available

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VestServe Features

Popular features found in Financial Risk Management
Credit Risk Management
Loan Portfolio Management
Operational Risk Management
Portfolio Modeling
More features of VestServe
Accounting
AIMR Compliance
Alerts/Notifications
Audit Trail
Automated Execution
Benchmarking
Bonds/Stocks
Client Management
Client Portal
Commodity Futures
Compliance Management
Compliance Tracking
Contact Management
Controls Audit
CRM
Customizable Reports
Data Import/Export
Debt Management
Derivative Valuation
Document Management
Fee Management
Financial Analysis
Financial Management
Financial Risk Reporting
Foreign Exchange Risks
For Hedge Funds
Fraud Detection
Fund Management
General Ledger
Hierarchy Management
Income & Balance Sheet
Interest Rate Risks
Investment Management
Investments Tracking
Investor Management
Investor Reporting
Limit Control
Liquidity Analysis
Market Risk Management
Modeling & Simulation
Modified Dietz Analysis
Order Management
Performance Analysis
Performance Metrics
Portfolio Accounting
Portfolio Analysis
Portfolio Management
Portfolio Rebalancing
Profit/Loss Statement
Rate of Return Analysis
Real-Time Reporting
Reporting/Analytics
Reporting & Statistics
Risk Analysis
Risk Management
Scenario Planning
Stress Tests
Trade Tracking