Organize your Day

The core of Vanare is modern, fast Client Relationship Management.

With this CRM, you will be able to import contacts and plug in social media sites to quickly quantify your relationships. The CRM has email, calendar, task and workflow functionality, providing rich analytics around your conversion rates.

Understand where you are succeeding in communication and sales, and where you are falling behind -- and leverage our technology to leapfrog the competition.


We want to make sure that Vanare helps with yours success. We provide a wide range of consulting services targeted at improving your financial advisory business. Our team is comprised of industry professionals that have a deep knowledge of what it takes to succeed as a wealth manager. Furthermore, we understand the levers needed to achieve growth and scale, and the technology catalysts that go with it.


Vanare executives often participate in speaking engagements and conferences across the wealth management industry. If your organization is working on integrating online technology into an existing wealth management practice, is interested in how Millienials invest, or what to do about the intergenerational wealth transfer, we can help drive thought leadership and innovation through white papers, presentations and townhalls.

Technology consulting

Our experts review your current technology offering and deliver straightforward, actionable advice on how to improve the efficiency of your business using software. We can also help you deploy the Vanare platform in your business, by selling the solution internally and integrating it with other key elements of your technology strategy. We also provide training and support services to bring your staff up to speed and deliver a smooth transition for our highly effective infrastructure.

Management consulting

As a business owner, you face multiple complex corporate decisions – from strategy, to fund-raising and mergers and acquisitions. Vanare professionals understand the wealth management landscape, having held senior management positions at large wealth management firms. We help advisors assess their corporate choices and select the best strategy going forward. We provide a team of highly qualified consultants that deliver an unbiased assessment of your business, review it across product, marketing, sales and compliance, and provide specific actionable recommendations to drive value.