Investing.
Simplified.

Testimonials

Sometime too much paper makes room for errors. When completing paper applications, it is very easy to forget government forms if you have never done non-register or pensions before. The system prompts you to complete them. If you don’t, it will tell you the application is incomplete.

J. Correia

Insurance ADVISOR

Testimonials

The application is bright and clean and it's very easy to walk through the questions and required information with clients.

S. Dixon

Financial Consultant & Sales Manager

Testimonials

Even though I now have fewer face-to-face client meetings, Vesta has helped me continue to grow my business. Not only is it easy and convenient to use because of its online platform, it also allows me to have more time to discuss other financial opportunities and solutions with my clients.

J. Dumrique

Insurance Agent

Testimonials

As a veteran advisor, I have been using paper forms for years and years. However, I would sometimes miss filling out a particular field and consequently would need to go back to the client. Makes me look amateurish. Argh! The Vesta platform has eliminated this personal frustration altogether. Very streamlined and efficient. No more wasted paper copies.

R. Lui

Advisor

Less Time Means
More Money.

Vesta streamlines the entire application process for you, with pre-populated forms, client search features, and more, all in one place, so you can focus your time on growing your business, not admin duties.

Assisting where
it matters.

Control and convenience at your fingertips. You can customize your client’s experience or use our guided approach to make things easier. You’ll have access to our complete investment offerings and the option to see fund recommendations for both target-risk and target-date investors.

Flexible and Accessible.

Ditch that briefcase - Vesta is paper-free! It’s also accessible 24/7 and houses all your clients’ information in one secure place. Our true non-face-to-face experience allows your clients to apply at their convenience, freeing up time for everyone.