Use_helen.jpg
iStock_000019991170_01.jpg
Use_helen.jpg

Helping YOU GROW USING ROBOADVISOR DNA


Vanare is a next-generation wealth management platform built on roboadvisor DNA. It is fully customizable to your investment philosophy, workflows and way of doing business. Take your practice further and deepen client relationships by upgrading your firm's technology to a supercharged integrated solution that puts your success first.

SCROLL DOWN

Helping YOU GROW USING ROBOADVISOR DNA


Vanare is a next-generation wealth management platform built on roboadvisor DNA. It is fully customizable to your investment philosophy, workflows and way of doing business. Take your practice further and deepen client relationships by upgrading your firm's technology to a supercharged integrated solution that puts your success first.

As seen on:



INTEGRATED

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

icon_04_Dynamic.png


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.


icon_02_Time-Saving.png


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.

iStock_000019991170_01.jpg

Advisors say:


“You got it right. The site is very clean, easy to learn and use. We wish we started our business on this platform.”

“This is exactly what we have unsuccessfully been trying to build for years. Having all of these capabilities and data integrated in one place will transform our business model.”

 “The business development analytics are spot on and can help drive our sales process. Plus, this automation eliminates what is today a very manually intensive process to pull the data, create spreadsheets and then perform the analysis.”

SCROLL DOWN

Advisors say:


“You got it right. The site is very clean, easy to learn and use. We wish we started our business on this platform.”

“This is exactly what we have unsuccessfully been trying to build for years. Having all of these capabilities and data integrated in one place will transform our business model.”

 “The business development analytics are spot on and can help drive our sales process. Plus, this automation eliminates what is today a very manually intensive process to pull the data, create spreadsheets and then perform the analysis.”

PORTFOLIO MANAGEMENT

Highly scalable multi-custodial performance reporting and data analytics platform, that can support your firm, whether you manage 100 or 1,000,000 client accounts.

CuSTOMIZABLE ROBOADVISOR

NestEgg, our pioneering private-label online wealth management platform, allows you to create and manage a roboadvisor offering for your clients based on your firm's investment philosophy at your current custodian.

TRADE AND REBALANCE

Powerful institutional trading platform supporting Separately Managed Accounts, Unified Managed Accounts and Advisor-Managed Models.  

automated workflows

Automated workflows digitally open client accounts, generate proposals and asset allocations, select investment funds, and approve actions by the appropriate stakeholders in your firm, all supported by electronic signature

Integrated CRM

Holistic client relationship management system that helps you track clients and prospects across major wealth management activities in one place, with analytics providing clarity into what drives your success.

COMPLIANCE & DOCUMENTS

Actionable workflows seamlessly involve your Compliance officers in the approval process, and documents are safely retained according to SEC and FINRA compliance requirements.