Does Vestalyze work for RIA firms or professional money managers?
Our Vestalyze Enterprise solutions are still in the preliminary stages and we anticipate our platform will be able to accommodate investment firms in 2021. Due, to the deeper custodial integration necessary for RIAs, hedge funds, family offices, etc., we are taking applications on an individual basis. We have begun direct integrations with TD Ameritrade Institutional and plan to integrate with other prominent custodians in the wealth management industry by client demand.
If you’re interested in talking more about our Enterprise solutions email us here.