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You’ll be in good company
Digitally manage client shareholder records, issue shares and take care of investor comms.
Extend your advisory offering, by launching and managing share schemes for clients.
Take the pain out of annual or monthly reporting, to make compliance a piece of cake.
Become a trusted partner to provide discounts for clients and referral fees for you.
4.8 /5
4.9 /5
”
"The platform itself allows you to manage all aspects of share and option management concisely in one place. The automations and integrations save you time. But while the platform is great, it is the team that makes Vestd stand out. From pre-sales to onboarding and the ever-helpful support team - not only do they support on the platform but provide excellent knowledge in this area."
Jenny James
Chief Operating Officer, Findr
