Onboard your clients — fast
Vestera enables TAMPs and RIAs to onboard clients in half the time.
Leverage the power of artificial intelligence
Intelligent Assistant
An intelligent financial assistant that understands your clients.
Secure Storage
Safeguard files with advanced security features for compliant storage.
Document Parsing
Convert PDFs and images into structured data and actionable insights.
Custom Workflows
Enhance client onboarding with customizable workflows and templates.
Accelerate enterprise growth
Vestera empowers financial services to streamline client onboarding, minimize errors, and automate data entry.
Early Access
Eliminate Manual Data Entry
Transform static documents into structured data with actionable insights.
- Convert PDF, Word, and Excel documents into structured data.
- Support for investment, credit card, bank statements and more.
- Smart field validation ensures accuracy for each data point.
Build Custom Workflows
Create automated workflows that simplify data collection.
- Design professional workflows in minutes with our drag-and-drop builder.
- Get started with our advisor ready template library.
- Deliver a premium experience through your branded client portal.
An Intelligent Analyst at Your Fingertips
Instantly generate reports, personalized guidance, and tailored proposals powered by AI.
- Combine personal financial data with AI-driven insights.
- Generate custom tables and reports, unique to each client.
- Client data remains private and is never used for third-party training.
Integrate with Your Existing Tools
Streamline your workflow by connecting all your essential systems.
- Sync data with your existing CRM and planning solutions.
- Develop custom integrations with API access.
- Enable secure enterprise SSO for authentication.