The software is suitable for investment companies, wealth managers, traders, banks, and hedge funds. It aims to help accounting firms enhance their stock trading experience using third-party integration interfaces. Using the accounting features and compliance management tools on VESTIO, admins can scale the automation of repetitive tasks and maximize operational efficiency. The feature set also equips users with trade and asset tracking systems, enabling teams to optimize revenue generation. VESTIO offers firms an integrated solution to access real-time data to assess risks, track portfolio performance, and manage client/investor relationships from a centralized dashboard. Admins can use contact management tools on the system to organize and store client information se...