Enhance Your
Advisory Services

Provide superior client advisory services with comprehensive evaluation frameworks, market intelligence, and multi-client relationship management tools.

Built for Investment Consultants

Whether you're advising pension funds, endowments, or family offices, Vestira provides the tools and insights you need to deliver exceptional advisory services.

OCIO Services
Manager Research
Asset Allocation
Risk Management

Advisory Challenges in Today's Market

Clients expect deeper insights, faster responses, and more comprehensive analysis than ever before.

Time-Intensive Research

Extensive time spent researching managers, analyzing performance, and preparing client reports.

Multi-Client Complexity

Managing different client preferences, risk profiles, and reporting requirements simultaneously.

Inconsistent Data Sources

Fragmented data across multiple platforms makes comprehensive analysis difficult and time-consuming.

How Vestira Elevates Your Advisory Practice

Deliver superior client outcomes with comprehensive evaluation tools and market intelligence.

Standardized Evaluation Frameworks

Apply consistent, rigorous evaluation criteria across all manager assessments with customizable frameworks tailored to different asset classes and strategies.

Quantitative performance analysis
Qualitative assessment tools
Risk-adjusted scoring models

Manager Evaluation Scorecard

Performance
8.5
Risk Management
7.8
Operations
9.2
Overall Score8.5

Market Intelligence Dashboard

Private Equity Trends

Fundraising activity up 15% YoY

Hedge Fund Performance

Average returns: 8.2% YTD

Real Estate Outlook

Industrial sector outperforming

Comprehensive Market Intelligence

Stay ahead of market trends with real-time data, industry insights, and competitive intelligence to provide clients with informed recommendations.

Real-time market data and trends
Industry benchmarking data
Competitive landscape analysis

Multi-Client Relationship Management

Manage multiple client relationships efficiently with personalized dashboards, automated reporting, and customizable communication tools.

Personalized client portals
Automated reporting schedules
Secure document sharing

Client Portfolio Overview

State Pension Fund$2.5B AUM • Conservative
Active
University Endowment$800M AUM • Growth
Active
Family Office$1.2B AUM • Balanced
Review

Your Enhanced Advisory Workflow

From research to recommendation with unprecedented efficiency and insight.

1

Research

Access comprehensive manager data and market intelligence

2

Evaluate

Apply standardized frameworks and scoring methodologies

3

Report

Generate customized reports and presentations for clients

4

Advise

Deliver data-driven recommendations with confidence

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