Vested is a dedicated AI agent that monitors your clients' portfolios around the clock — flagging drift, triggering rebalances, and sending updates automatically. Built for the solo advisor who can't afford an army, but refuses to cut corners.
Continuous tracking across all asset classes. Drift thresholds trigger automatic alerts — no manual review required.
When drift exceeds your thresholds, Vested generates the exact trade orders and sends them for your approval in seconds.
Weekly automated summaries with performance highlights, allocation changes, and market context written in plain English.
Monitors for regulatory breaches, concentration limits, and suitability violations — alerting you before they become problems.
The wealth management industry spent a decade building better dashboards. We spent that decade asking what advisors actually do all day — and discovering most of it could run itself.
Vested is not a reporting tool. It is a digital employee that takes the work off your plate and gives your clients the attention they deserve.