Vanare

The Vanare platform is a wealth management platform for growing financial firms. Our target RIA manages between $100 million and $5 billion in assets, and is faced with the major problem of scale. As these firms become larger, the disconnected technology solutions they use for trading, planning, investment and asset allocation become a barrier to efficiency and growth. An integrated platform solution unifies the data and workflows together to allow these firms to grow faster and more profitably. These firms also face the challenge of understanding younger millennial clients, and providing scalable services that incorporate them into the overall model. Approximately $60 trillion of assets will be moved between generations in the near future, and firms need a solution to remain relevant for the next wave of wealth management. Our platform allows RIAs to set up a private-label roboadvisor platform to capture this opportunity, in addition to serving their core clients traditionally.