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.