VestServe

About VestServe

VestServe is an investment management solution designed to help financial institutions, insurance agencies, and businesses manage assets, mutual funds, finances, pension plans, credit risks, and more. The platform comes with a notification system, which enables organizations to send and receive data updates from clients, custodians, brokers, or external systems.

VestServe allows administrators to manage the distribution of funds across shares, incomes, spends, and gains via custom delivery rules. The solution offers a host of features such as trade order management, portfolio modeling, investment planning, cash flow tracking, financial reporting, customizable trade tickets, yield curve analysis, and more. The built-in performance measurement tools enable enterprises to streamline the allocation of assets and view contribution return by country, asset type, portfolio, currency, or sector.

VestServe includes drag and drop functionality, which lets managers add custom fields, groups, and formulas to reports and export information to Excel, PDF or Word files. Plus, it supports integration with QuickBooks and various third-party systems for managing general ledger, customer relationship management (CRM), and more.