The Modern Platform for Independent Advisors
One unified system for portfolio management, compliance, CRM, billing, and client reporting. Built for RIAs. Powered by AI.
Platform
Replace your entire stack
One login. One platform. Everything an advisory firm needs to operate, grow, and stay compliant.
Unified Platform
Portfolio management, analytics, reporting, CRM, billing, compliance, and client portal in one system. No more toggling between 7 different logins.
AI-Native Intelligence
Built-in AI assistant for natural language portfolio queries, automated document extraction, proactive compliance alerts, and intelligent workflow automation.
Multi-Custodian Aggregation
Seamless integration with all major custodians. Consolidated view of all client assets including held-away accounts and alternative investments.
Compliance-First Architecture
Built-in KYC, immutable Books & Records with mandatory rationale capture for every action, and SEC examination-readiness tools baked into every workflow.
Securities & Market Intelligence
Real-time and historical market data, securities reference database, economic indicators, and portfolio benchmarking — all built into the platform.
Built for Independent RIAs
Designed for firms managing $50M–$5B in AUM. Transparent pricing, fast onboarding, and a modern UI built by people who understand the advisory business.
About
Built by people who get it
We're a team of technologists and financial professionals who've spent years building and operating advisory firms. We know the pain of juggling disconnected tools, manual compliance workflows, and client portals that look like they were designed in 2005.
VestControl is the platform we wish existed — modern, unified, and intelligent. We're building the next generation of advisory technology so you can focus on what matters: your clients.
Get Started
See VestControl in action
Schedule a personalized demo and see how VestControl can consolidate your tech stack and modernize your practice.