Vanare is a next-generation wealth management platform for growing financial firms. The platform supports managing client relationships through both traditional face-to-face advice and completely digital, low-touch interaction. In a single place, we provide a customizable Roboadvisor, CRM to analyze and track business development, Trading and Rebalancing, and Portfolio Management/Performance Reporting.

The strength of Vanare’s platform is its deep integration across wealth management functions, with a focus on serving clients at scale in both traditional and online channels. RIAs no longer have to choose between focusing on their existing practice and competing with Roboadvisors. Vanare’s combined platform empowers the advisor to seamlessly connect with their clients through the channel that their clients prefer, whether digital or in-person, all while enabling the RIA to efficiently find and service more clients.

The core of the platform is a holistic Client Relationship Manag...
Vanare is a next-generation wealth management platform for growing financial firms. The platform supports managing client relationships through both traditional face-to-face advice and completely digital, low-touch interaction. In a single place, we provide a customizable Roboadvisor, CRM to analyze and track business development, Trading and Rebalancing, and Portfolio Management/Performance Reporting.

The strength of Vanare’s platform is its deep integration across wealth management functions, with a focus on serving clients at scale in both traditional and online channels. RIAs no longer have to choose between focusing on their existing practice and competing with Roboadvisors. Vanare’s combined platform empowers the advisor to seamlessly connect with their clients through the channel that their clients prefer, whether digital or in-person, all while enabling the RIA to efficiently find and service more clients.

The core of the platform is a holistic Client Relationship Management system that tracks client and prospect activity in one place, with metrics providing clarity into what drives successful relationships. An underlying highly-scalable Portfolio Management suite can support the data and analytics needs of firms of any size. The Vanare platform saves Advisors time using automated workflows for online account opening, generation of proposals and asset allocations, selection of investment funds, and Compliance approvals.

Vanare also enables Trading and Rebalancing using a powerful institutional trading platform that supports Separately Managed Accounts, Unified Managed Accounts and Advisor-Managed Models.
Advisors using the Vanare platform can seamlessly create and manage a Roboadvisor channel for their clients, leveraging the NestEgg online wealth management solution. An RIA can customize this offering to any investment philosophy and manage client assets at their current custodian.
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