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.

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INTEGRATED

One platform, deeply integrated, with a seamless experience across workflows, data and usability.
 

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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.


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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.