Elevate Your
Advisory Practice

Provide superior client service with comprehensive evaluation tools and market intelligence. Streamline your advisory process while maintaining the highest professional standards.

Built for Investment Consultants

Whether you're advising pension funds, endowments, or corporate plans, Vestira provides the tools you need to deliver exceptional advisory services.

Manager Research
Due Diligence
Client Reporting
Market Intelligence

Advisory Challenges You Face Daily

Traditional advisory processes are resource-intensive and often lack the depth clients expect.

Resource-Intensive Research

Extensive time spent researching managers, collecting data, and preparing comprehensive analysis for clients.

Client Expectations

Clients demand deeper insights, faster turnaround times, and more comprehensive market intelligence.

Fragmented Information

Data scattered across multiple sources makes it difficult to provide cohesive, actionable recommendations.

How Vestira Enhances Your Advisory Services

Comprehensive tools to research, evaluate, and present investment opportunities to your clients.

Comprehensive Manager Research

Access detailed profiles, performance data, and market intelligence on thousands of investment managers across all asset classes.

Performance analytics and benchmarking
Global manager database
Market trend analysis

Manager Research Dashboard

Wellington ManagementLarge Cap Equity • $500B AUM
Top Tier
Bridgewater AssociatesMulti-Strategy • $140B AUM
Institutional
PIMCOFixed Income • $2.2T AUM
Premium

Due Diligence Workflow

Quantitative Analysis
Qualitative Assessment
Risk Analysis
Final Recommendation

Advanced Due Diligence Tools

Streamline your due diligence process with automated workflows, standardized templates, and collaborative review capabilities.

Automated DDQ generation
Team collaboration features
Workflow tracking and deadlines

Professional Client Reporting

Generate comprehensive, branded reports that clearly communicate your research findings and recommendations to clients.

Customizable report templates
Interactive data visualizations
Executive summary generation

Client Report Preview

Executive SummaryComplete
Manager AnalysisComplete
Risk AssessmentIn Progress
RecommendationsPending
Client Approval

Your Enhanced Advisory Workflow

From research to client presentation in one integrated platform.

1

Research

Access comprehensive manager data and market intelligence in one platform

2

Analyze

Conduct thorough due diligence using advanced analytical tools and workflows

3

Report

Generate professional, branded reports with clear recommendations

4

Present

Deliver compelling presentations that demonstrate your expertise and value

Ready to Enhance Your Advisory Services?

Join leading consultants who have elevated their practice with comprehensive evaluation tools and market intelligence.

30-minute personalized demo • See your advisory workflow • No commitment required