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.