Vestio

Vestio

IDS Fintech
+
+

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About

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution

About

Vestio is a Wealth & Asset Management Software Solution designed to empower Investment Companies with rich end-to-end functionality and capability to streamline their operations smoothly whilst achieving cost efficiency. It incorporates powerful risk metrics that enable Portfolio Managers to deliver a premium level of service. Ensuring operational compliance with region-specific and international regulatory requirements. Vestio is a one-stop integrated Investment Management Solution for leading Investment Banks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms

Audience

Investment firms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 3.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 3.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PitchBook
Founded: 2007
United States
pitchbook.com

Company Information

IDS Fintech
Founded: 1991
Lebanon
www.ids-fintech.com/wealth-management-suite

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Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Data Discovery Features

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization Features

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

4Degrees
Affinity
Allocator
Altvia
Backstop
Bloomflow
BlueFlame AI
Cobalt
Dynamo Software
Midaxo
Nasdaq eVestment
Nucla
ReubenAI
Salesforce
TFS Manager for Dynamics CRM
Unified.to
eFront

Integrations

4Degrees
Affinity
Allocator
Altvia
Backstop
Bloomflow
BlueFlame AI
Cobalt
Dynamo Software
Midaxo
Nasdaq eVestment
Nucla
ReubenAI
Salesforce
TFS Manager for Dynamics CRM
Unified.to
eFront
Claim PitchBook and update features and information
Claim PitchBook and update features and information
Claim Vestio and update features and information
Claim Vestio and update features and information