Integrated Digital Systems

VESTIO

5 / 5 1 review

Who Uses This Software?

Investment companies, funds, family offices, private banking, wealth and portfolio managers, financial advisors


Average Ratings

1 Review
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • Integrated Digital Systems
  • www.ids.com.lb
  • Founded 1991
  • Lebanon

About VESTIO

One-stop wealth management system that offers comprehensive coverage over the entire investment chain including CRM, portfolio analysis, Asset allocation, fund registry, compliance monitoring, risk management, performance attribution, and client reporting. VESTIO caters to the comprehensive needs of investment companies, wealth managers, traders, hedge funds, and family offices. The system covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity.


Spotlight_media_placeholder

VESTIO Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

VESTIO Reviews Recently Reviewed!

Excellent

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: 1-User Friendly
2- smart system
3- good interface
4- Dynamic reporting
5-Good Alert Engine
6- Smart Restriction Engine

Overall: benefits reduce work stress and reduce the timing, currently we are able to generate the nav of the funds on the same day