Helping YOU GROW USING ROBOADVISOR DNA
We create digital advice technology powering your advisory practice. Vanare's award-winning wealth management platform is built on roboadvisor DNA and is fully customizable to your investment philosophy, workflows and way of doing business. Take your business further and deepen client relationships by upgrading your firm's technology to a supercharged integrated solution that puts your success first.
Helping YOU GROW USING ROBOADVISOR DNA
We create digital advice technology powering your advisory practice. Vanare's award-winning wealth management platform is built on roboadvisor DNA and is fully customizable to your investment philosophy, workflows and way of doing business. Take your business further and deepen client relationships by upgrading your firm's technology to a supercharged integrated solution that puts your success first.
As seen on:
INTEGRATED
One platform, deeply integrated, with a seamless experience across workflows, data and usability.
CLIENT-CENTRIc
We care about people, not just numbers. Vanare helps you see your clients full personal story.
TIME SAVING
Accomplish more, faster. We automate portfolio management, account opening, and help you focus on service.
ALL IN ONE
Vanare combines powerful new tech with best-of-breed solutions to save you time shopping for software vendors.
CONNECTED
Vanare helps you stay connected to your clients through communication and sharing.
ANALYTICAL
Our data and financial analysis engines do the heavy lifting to help you make decisions.
CUSTOMIZABLE
Financial advisors are innovators and entrepreneurs, and our platform is customizable to your business model and needs.
SOCIAL
People are connecting in new ways, and we believe technology helps build closer relationships.
Advisors say:
“You got it right. The site is very clean, easy to learn and use. We wish we started our business on this platform.”
“This is exactly what we have unsuccessfully been trying to build for years. Having all of these capabilities and data integrated in one place will transform our business model.”
“The business development analytics are spot on and can help drive our sales process. Plus, this automation eliminates what is today a very manually intensive process to pull the data, create spreadsheets and then perform the analysis.”
Advisors say:
“You got it right. The site is very clean, easy to learn and use. We wish we started our business on this platform.”
“This is exactly what we have unsuccessfully been trying to build for years. Having all of these capabilities and data integrated in one place will transform our business model.”
“The business development analytics are spot on and can help drive our sales process. Plus, this automation eliminates what is today a very manually intensive process to pull the data, create spreadsheets and then perform the analysis.”
PORTFOLIO MANAGEMENT
Highly scalable multi-custodial performance reporting and data analytics platform, that can support your firm, whether you manage 100 or 1,000,000 client accounts.
CuSTOMIZABLE ROBOADVISOR
NestEgg, our pioneering private-label online wealth management platform, allows you to create and manage a roboadvisor offering for your clients based on your firm's investment philosophy at your current custodian.
TRADE AND REBALANCE
Powerful institutional trading platform supporting Separately Managed Accounts, Unified Managed Accounts and Advisor-Managed Models.
automated workflows
Automated workflows digitally open client accounts, generate proposals and asset allocations, select investment funds, and approve actions by the appropriate stakeholders in your firm, all supported by electronic signature
Integrated CRM
Holistic client relationship management system that helps you track clients and prospects across major wealth management activities in one place, with analytics providing clarity into what drives your success.
COMPLIANCE & DOCUMENTS
Actionable workflows seamlessly involve your Compliance officers in the approval process, and documents are safely retained according to SEC and FINRA compliance requirements.
