Vestrata

Empowering Wealth Managers Through Innovative Investment Solutions

The Challenge

The Wealth Management industry faces three fundamental challenges:

Risk and Compliance complexity:

Risk and compliance infrastructure lacks automation
Management and Advisors have personal and professional liability
Increasing regulatory complexity has forced a risk mitigation/commercial opportunity trade-off

Poor client engagement:

AUM growth and client retention is constrained by limited client engagement
Systematic investment and sales management processes are lacking
NextGen clients demand increased control over investment decisions

Undifferentiated Investment Solutions:

High complexity to deliver an Advisory investment service
Skills gap and cost prohibitive to cover complex asset classes (e.g., Private Markets)
Limited ability to respond to emerging industry trends (Sustainable Investing)

The Solution

Your Vestrata solution can contain any of the following modules:

Risk and Compliance:

Automated risk metrics and alerts
Integrated suitability and appropriateness, cross-border and governance capabilities
Business Intelligence analytics

Discretionary:

Institutional quality solutions
Managed by leading Asset Managers
ESG-integrated Core/Thematic offerings

Advisory:

Automated pre and post trade suitability, cross-border and governance engines
Optimised portfolios for model-based or bespoke portfolios
Industrialised proposal generation and risk alerts

Alternatives:

Industry-leading private markets deal access
Outsourced due diligence and structuring
Automated lifecycle management, reporting

ESG:

Advisory, Discretionary and Alternatives
ESG-first or satellite strategies via Impact or tactical allocations
Portfolio construction by leading ESG managers

The Importance

From increased regulatory complexity to challenging cost-to-income ratios, poor client engagement, and a lack of differentiated investment solutions, the wealth management industry is facing significant strategic challenges.

The Vestrata platform empowers the Chief Investment Office, Investment Specialists and Client Advisors to overcome the latest industry challenges, enhance advisor productivity, and grow revenues, whilst reducing risk.

Next steps

To discover more please visit www.vestrata.com

To request a demonstration:

email: [email protected]; or

call: +44-79-1887-5397

Vestrata

The Challenge

The Solution

The Importance

Next steps

Links

Member News

Member Events

Contact us

Connect with us