See the whole client. Make the next decision clear.
Connect investments, risk, income, taxes, estate priorities, insurance, cash flow, and client behavior in one intelligent advisor platform. Built for independent advisors, growing RIAs, wealth enterprises, banks, and financial institutions.
Request a demo Explore the platform
What every client relationship deserves.
- Explain recommendations visually.
- Analyze portfolios deeply.
- Reveal planning opportunities.
- Create consistent client experiences.
- Monitor changing client conditions.
- Document the reasoning behind advice.
One client record. One intelligence layer. Every advisory workflow.
Most advisor technology treats risk, investments, planning, taxes, insurance, and estate conversations as separate activities. Vestrion connects them. Every client fact, portfolio change, planning assumption, document, meeting note, and recommendation contributes to a continuously updated financial picture.
Vestrion Alignment
Measure more than risk tolerance. Measure financial alignment.
Explore →Vestrion Portfolio
Understand what a portfolio owns, why it behaves the way it does, and what should change.
Explore →Vestrion Proposals
Build recommendations that connect investments to the client's actual life.
Explore →Vestrion Income
Turn retirement assets into a durable income strategy.
Explore →Vestrion Tax
Turn tax documents into planning conversations and actionable opportunities.
Explore →Vestrion Legacy
Help families understand what happens next — before next becomes now.
Explore →Vestrion Insurance
Connect insurance decisions to the financial plan.
Explore →Vestrion Cash & Debt
Make the balance sheet part of the advice.
Explore →Vestrion Monitor
Know which clients need attention before they call.
Explore →Vestrion Command
See the quality, consistency, risk, and growth potential of the entire firm.
Explore →Vestrion Reports
Tell the right financial story for each client.
Explore →Vestrion Intelligence Layer
AI that prepares the advisor — not AI that replaces the advisor.
Explore →Before, during, and after every meeting.
Preparation brief
Vestrion assembles recent changes, opportunities, risks, outstanding tasks, portfolio movement, and relevant client information into a preparation brief.
Interactive visuals
Interactive visuals turn complex recommendations into understandable choices.
Follow-through
Vestrion creates meeting notes, assigned tasks, client deliverables, compliance documentation, and monitoring rules.
From presentation software to continuous advisor intelligence.
Other platforms help advisors create a report. Vestrion helps determine:
- Why the meeting matters and what has changed.
- Which opportunities deserve attention.
- What tradeoffs should be discussed.
- Which recommendation best fits the client.
- What must be documented.
- What needs to be monitored afterward.
A taste of the Alignment Index.
Answer three questions and see a sample headline score. The full Alignment Index goes further — separating comfort, capacity, requirement, exposure, and readiness instead of reducing a client to one number.
1 of 3 — Your portfolio is worth $500,000. Over the next 12 months, which range would you accept?
Make fiduciary care visible.
Maintain a time-stamped record of client inputs, planning assumptions, portfolio comparisons, recommendation rationale, disclosures, approvals, and follow-up actions.
Vestrion supports advisory and compliance workflows but does not replace a firm's legal, regulatory, supervisory, tax, or compliance judgment.
- Client inputs and planning assumptions
- Portfolio comparisons and rationale
- Disclosures and approvals
- Follow-up actions and monitoring rules
Turn every client relationship into a living financial strategy.
See how Vestrion can help your firm deliver clearer advice, stronger engagement, and more consistent execution.
Request a demoOne client record. One intelligence layer. Every advisory workflow.
The Vestrion platform is organized around how advice actually happens — an intelligence layer that prepares, workspaces where work gets done, and firm-level command for consistency at scale.
Intelligence Layer
AI that prepares the advisor — meeting briefs, copilot answers with cited sources, and firm intelligence — under hard guardrails: human approval, no autonomous trades, no unsupervised client advice.
Explore →Client Workspace
The client-facing layer: assessments, interactive proposals, web reports, education, and a portal that reflects the whole household — not one account.
Advisor Workspace
Where the twelve products live day to day: alignment, portfolio, proposals, income, tax, legacy, insurance, cash & debt, and monitoring in one connected record.
See all products →Firm Command
Executive dashboards, exception queues, supervisory workflows, permissions, and audit exports for firms that answer to regulators.
Explore →Reports & Presentations
A modular report library with presentation mode, white labeling, locked disclosures, and engagement tracking.
Explore →Integrations & API
CRM, custodial, planning, document, and compliance connections — plus firm-plan API access and complete data portability.
Explore →Twelve products. One connected record.
Instead of merely showing clients what they own, Vestrion helps advisors answer: Are they invested appropriately? Can they reach their goals? What could derail the plan? What opportunities are being missed? What action should happen next? How can the recommendation be documented?
Vestrion Alignment
Measure more than risk tolerance. Measure financial alignment.
Explore →Vestrion Portfolio
Understand what a portfolio owns, why it behaves the way it does, and what should change.
Explore →Vestrion Proposals
Build recommendations that connect investments to the client's actual life.
Explore →Vestrion Income
Turn retirement assets into a durable income strategy.
Explore →Vestrion Tax
Turn tax documents into planning conversations and actionable opportunities.
Explore →Vestrion Legacy
Help families understand what happens next — before next becomes now.
Explore →Vestrion Insurance
Connect insurance decisions to the financial plan.
Explore →Vestrion Cash & Debt
Make the balance sheet part of the advice.
Explore →Vestrion Monitor
Know which clients need attention before they call.
Explore →Vestrion Command
See the quality, consistency, risk, and growth potential of the entire firm.
Explore →Vestrion Reports
Tell the right financial story for each client.
Explore →Vestrion Intelligence Layer
AI that prepares the advisor — not AI that replaces the advisor.
Explore →Measure more than risk tolerance. Measure financial alignment.
Understand the relationship between investor behavior, portfolio exposure, planning capacity, time horizon, liquidity, and financial goals — expressed as the Vestrion Alignment Index.
Capabilities
- Adaptive investor questionnaire
- Behavioral tradeoff exercises
- Loss-response modeling
- Financial-capacity analysis
- Portfolio alignment analysis
- Household and account-level views
- Joint-client comparison
- Confidence tracking over time
- Time-stamped reassessments
- Advisor-adjusted assumptions with documented rationale
- Embeddable lead-generation assessment
- Accessibility-first design
Understand what a portfolio owns, why it behaves the way it does, and what should change.
Deep analytics across exposures, fees, taxes, liquidity, and scenarios — with recommended next actions, not just statistics.
Capabilities
- Security and fund research
- Holdings and look-through analysis
- Asset-class, regional, and sector exposure
- Factor and concentration analysis
- Correlation analysis
- Income and yield analysis
- Fee and expense analysis
- Tax-cost analysis
- Liquidity and drawdown analysis
- Historical scenario analysis
- Forward-looking stress tests
- Custom scenario builder
- Benchmark and model comparison
- Alternatives and private-asset support
- Direct-indexing analysis
- Household-level aggregation
Build recommendations that connect investments to the client's actual life.
A Vestrion proposal shows the decision, the evidence, the tradeoffs, the implementation path, the anticipated financial impact, and the monitoring plan.
Capabilities
- Current-versus-proposed comparison
- Multi-strategy comparison
- Account-by-account transition plan
- Tax-aware transition analysis
- Fee, risk, and drawdown comparison
- Income and goal-impact comparison
- Scenario comparison
- Product and strategy disclosures
- Investment-policy-statement generation
- Proposal approval workflows
- E-signature integration
- Custodial transition checklist
- Client-facing web proposals
- PDF and presentation exports
- Proposal engagement analytics
- Version history
Turn retirement assets into a durable income strategy.
Coordinate assets, guaranteed income, taxes, withdrawals, healthcare, and legacy goals — with explicit action recommendations.
Capabilities
- Income-by-source visualization
- Social Security comparison
- Pension and annuity modeling
- Required-minimum-distribution planning
- Spending phases and inflation assumptions
- Healthcare and long-term-care costs
- Sequence-of-returns analysis
- Dynamic withdrawal strategies
- Portfolio-income floor
- Cash-reserve planning
- Roth-conversion coordination
- Longevity, survivor, and early-retirement scenarios
- Property-sale, downsize, and relocation scenarios
- Legacy-target modeling
- Probability and guardrail frameworks
Turn tax documents into planning conversations and actionable opportunities.
Structured extraction from returns, clear visuals, and advisor-led observations. Vestrion distinguishes tax-document analysis and general education from tax advice, which belongs with a qualified tax professional.
Capabilities
- Tax-return ingestion and structured extraction
- Client tax snapshot
- Marginal and effective-rate visualization
- Capital-gains analysis
- Tax-loss-harvesting opportunities
- Roth-conversion scenarios
- Medicare IRMAA awareness
- Charitable-giving and QCD analysis
- Deduction and credit review
- Estimated-payment planning
- Held-away asset detection
- Equity-compensation and concentrated-stock observations
- Tax-aware portfolio transition
- Lifetime tax comparison
- Beneficiary tax-impact modeling
- CPA collaboration workspace
Help families understand what happens next — before next becomes now.
Estate coordination, beneficiary readiness, and next-generation engagement in one workspace.
Capabilities
- Family and beneficiary map
- Account-ownership map
- Estate-document inventory
- Trust and entity map
- Beneficiary and transfer-on-death review
- Probate exposure indicators
- Estate-liquidity analysis
- Life-insurance coordination
- Charitable-intent planning
- Digital-asset inventory
- Executor and trustee preparation
- Family-meeting workspace
- Beneficiary education portal
- Next-generation relationship tracking
- Survivor financial map
- Secure document vault
- Annual estate-readiness review
Connect insurance decisions to the financial plan.
Needs analysis and policy review that stays neutral and transparent — protection planning as part of the whole picture.
Capabilities
- Life-insurance needs analysis
- Existing-policy inventory
- Policy-performance review
- Disability-income analysis
- Long-term-care analysis
- Annuity comparison
- Property-and-casualty exposure checklist
- Business-continuity and key-person coverage
- Estate-liquidity needs
- Coverage-gap monitoring
- Policy-review calendar
Make the balance sheet part of the advice.
A broader household-finance proposition than investment-centered tools: both sides of the balance sheet, planned.
Capabilities
- Cash-reserve analysis
- Excess-cash detection
- Bank-account aggregation
- Debt inventory and payoff prioritization
- Mortgage and refinancing scenarios
- Student-loan planning
- Credit-line analysis
- Emergency-fund targets
- Major-purchase planning
- Liquidity-event planning
- Cash-flow anomaly alerts
Know which clients need attention before they call.
Multidisciplinary monitoring — portfolios, plans, taxes, documents, and engagement — not risk alone.
Capabilities
- Portfolio leaves the target range
- Concentration exceeds firm limits
- Cash rises above target
- Client confidence falls
- Tax opportunity emerges
- Required distribution approaches
- Insurance review becomes due
- Beneficiary information is incomplete
- Estate documents become stale
- Plan success declines
- Spending deviates from assumptions
- Client opens or closes an outside account
- Upcoming life event requires action
- Client stops engaging
See the quality, consistency, risk, and growth potential of the entire firm.
Executive visibility into advisor activity, client alignment, unresolved risks, and operating consistency.
Capabilities
- Executive dashboard
- Advisor adoption and client engagement
- Advice consistency
- Portfolio and alignment exceptions
- Overdue reviews
- Unresolved compliance items
- Revenue and held-away opportunities
- Client attrition indicators
- Model adherence
- Proposal conversion
- Branch and advisor comparison
- Household segmentation
- Enterprise permissions
- Review and approval workflows
- Data retention and audit exports
Tell the right financial story for each client.
A modular library — interactive web reports, presentation mode, PDF, white labeling, firm-approved templates, locked disclosures, and engagement tracking.
Capabilities
- Financial-position summary
- Alignment report
- Portfolio review
- Investment proposal
- Retirement-income report
- Tax-awareness report
- Legacy-readiness report
- Insurance review
- Cash-and-debt report
- Investment policy statement
- Annual review and meeting recap
- Action plan
- Executive household summary
- Compliance file
- Beneficiary briefing
AI that prepares the advisor — not AI that replaces the advisor.
Meeting preparation, an advisor copilot, and firm intelligence, governed by hard guardrails: source citations, confidence indicators, human approval, no autonomous trades, no unsupervised client advice, and a complete audit history.
Capabilities
- What changed since the previous meeting
- New portfolio developments
- Upcoming planning deadlines
- Tax observations and missing information
- Recommended discussion points
- Ask questions across household data
- Generate scenario comparisons
- Explain concepts at the client's level
- Draft meeting agendas and follow-up notes
- Identify data conflicts
- Cite the source of each observation
- Identify at-risk relationships
- Surface cross-firm trends
- Detect advice inconsistencies
- Firm-configurable policies and restricted-action controls
Built for every kind of advice business.
Independent Advisors
Run a complete, consistent advice process without a home-office tech team.
RIAs
Grow with a repeatable client experience and documentation that supports fiduciary care.
Hybrid Firms
One platform that serves both advisory and brokerage conversations with appropriate disclosures.
Broker-Dealers
Firm governance, supervisory review, and standardized methodology across every rep.
Banks & Credit Unions
Bring institution-grade advice experiences to retail wealth programs.
Insurance & Annuity Firms
Connect protection products to holistic plans with neutral, transparent analysis.
Asset Managers
Distribute models, monitor adherence, and reach advisors inside their daily workflow.
Enterprise Wealth Firms
Command-level analytics, enterprise permissions, APIs, and white labeling.
Compliance Teams
Exception queues, audit exports, locked disclosures, and time-stamped evidence.
Investment Committees
Scenario libraries, model governance, and firm-wide exposure visibility.
What firms do with Vestrion.
Convert More Prospects
Diagnose the prospect's current position, demonstrate missed opportunities, and create an actionable transition plan.
Capture Held-Away Assets
Detect outside accounts through aggregation, documents, tax returns, cash flow, and client conversations.
Prevent Emotional Selling
Establish expectations before volatility and monitor confidence during market stress.
Run Annual Reviews
Automatically prepare changes, opportunities, progress, and decisions.
Build Tax-Aware Recommendations
Show transition taxes, future tax exposure, and strategy tradeoffs.
Plan Retirement Income
Coordinate assets, guaranteed income, taxes, withdrawals, healthcare, and legacy goals.
Engage the Next Generation
Create family maps, beneficiary workspaces, and educational experiences.
Standardize Advice
Give every advisor firm-approved methods, reports, disclosures, and workflows.
Prepare for Audits
Centralize assumptions, recommendations, disclosures, approvals, and evidence.
Distribute Models
Build, approve, publish, compare, monitor, and update model portfolios.
Grow Existing Relationships
Identify consolidation, insurance, tax, estate, cash, and planning opportunities.
Serve Business Owners
Coordinate company value, succession, retirement, tax, estate, insurance, and liquidity.
Vestrion versus traditional advisor platforms.
| Capability | Traditional portfolio tools | Risk-focused platforms | Vestrion |
|---|---|---|---|
| Risk questionnaire | Limited | Yes | Yes |
| Behavioral and financial capacity separated | Rare | Sometimes | Yes |
| Portfolio analytics | Yes | Yes | Yes |
| Retirement income | Sometimes | Yes | Yes |
| Tax-document intelligence | Rare | Yes | Yes |
| Legacy planning | Rare | Limited | Yes |
| Insurance analysis | Rare | Limited | Yes |
| Cash and debt planning | Rare | Limited | Yes |
| Continuous monitoring | Portfolio only | Primarily risk | Whole household |
| Meeting preparation | Limited | Emerging | Integrated |
| Recommendation workflow | Partial | Partial | End to end |
| Execution tracking | Rare | Limited | Yes |
| Firm-wide intelligence | Sometimes | Yes | Yes |
| Explainable AI with evidence | Varies | Varies | Core requirement |
Category comparison of common platform archetypes; individual products vary. Evaluate any platform against your firm's requirements.
Clear packaging. Per advisor.
Monthly or annual options. No forced long-term agreement to start. No charge for administrative users or clients.
Essential
- Alignment
- Basic portfolio analysis
- Proposals
- Client portal
- Reports
- Core integrations
Professional
- Everything in Essential
- Advanced portfolio intelligence
- Income planning
- Tax intelligence
- Client monitoring
- AI meeting preparation
- Advanced proposals
Complete
- Everything in Professional
- Legacy planning
- Insurance analysis
- Cash and debt
- Advanced AI
- Firm analytics
- Compliance workflows
- Unlimited client households
Enterprise
- Advisor and account scale
- API volume and data feeds
- White labeling
- Security requirements
- Dedicated support
How we price, plainly
- Monthly or annual options
- No forced long-term agreement initially
- Transparent implementation fees
- Data portability and export access
- Free sandbox
- 30-day pilot
- No charge for administrative users
- No charge for clients
- Usage-based API pricing
- Product bundles without opaque quotes
Built by people who sat on the compliance side of the desk.
Vestrion started with a simple observation from years inside broker-dealer supervision: most client complaints trace back to expectations that were never set. Advisors don't need more analytics — they need analytics a client can understand before the market tests them.
Clarity over cleverness
If a client can't restate the chart in one sentence, the chart failed.
Documentation by default
Good records shouldn't be extra work. Everything is archived as it happens.
Advisor in the loop
Vestrion informs the recommendation. Licensed professionals make it.
Methodology
How the Alignment Index and portfolio scoring are built — and their limitations, stated plainly.
Read →Security & Trust
Encryption, access controls, audit trails, and data ownership.
Read →FAQ
The questions advisors ask first.
Read →HEADQUARTERS · SCOTTSDALE, ARIZONA
Five dimensions. One honest comparison.
The Vestrion Alignment Index is deliberately not a single risk score. Reducing several distinct questions to one number hides the very tensions an advisor is paid to resolve. Vestrion shows a simple headline indicator — and the dimensions underneath it.
Comfort
Emotional tolerance for uncertainty, measured through dollar-based tradeoffs sized to the client's actual portfolio — never abstract adjectives.
Capacity
The plan's ability to absorb losses: time horizon, liquidity needs, income dependence, and flexibility.
Requirement
The return actually needed to meet stated goals — which may conflict with comfort, and that conflict is the conversation.
Exposure
How the current portfolio actually behaves, scored from simulated behavior of its holdings over rolling twelve-month windows.
Readiness
The likelihood of a client remaining committed during stress, informed by stated responses and tracked confidence over time.
Alignment
The headline view: whether comfort, capacity, requirement, and exposure are operating in reasonable alignment — and where they are not.
Limitations, stated plainly
Simulated ranges are built from historical behavior and are not guarantees. Markets produce outcomes outside any modeled band. Vestrion never forecasts returns, never predicts investor behavior, and never guarantees compliance. It is decision-support software for licensed professionals — it informs the recommendation; the advisor makes it.
Every number in Vestrion is explainable. If an advisor can't trace how a score was produced, we consider that a defect — not a feature.
Built for firms that answer to regulators.
Client financial data deserves institutional-grade protection. Security is architecture at Vestrion, not an afterthought.
Encryption everywhere
Data encrypted in transit (TLS 1.2+) and at rest (AES-256). Credentials are never stored in plaintext.
Access controls
Role-based permissions, SSO support, and mandatory MFA options let firms mirror their supervisory structure inside the platform.
Audit trail by default
Every questionnaire, score, proposal, and alert is time-stamped and immutable — exportable for exams and books-and-records requests.
Data ownership
Your firm's client data belongs to your firm. Structured export is available at any time, and we never sell client data.
Vendor due diligence
Security documentation, subprocessor lists, and due-diligence questionnaire responses available to firms under evaluation.
AI guardrails
Source citations, confidence indicators, human approval, restricted-action controls, no autonomous trades, no unsupervised client advice, complete audit history.
Vestrion fits your stack.
Connect the systems your firm already runs on. Structured import and export everywhere; live sync where it matters; open APIs and complete data portability.
CRM
Sync households, contacts, and meeting outcomes so client records stay current without duplicate entry.
Custodial data
Import positions and balances to keep portfolio scores current against real holdings.
Planning & reporting
Push Vestrion outputs into your planning and performance reporting workflows.
Document & e-signature
Archive proposals and disclosures to your system of record; route signatures without leaving the workflow.
Compliance & supervision
Feed alignment alerts and audit exports into supervisory review queues.
Vestrion API
Firm-plan API access for custom workflows, warehousing, and enterprise reporting — usage-based pricing.
Questions advisors ask first.
Is Vestrion an investment adviser or broker-dealer?
No. Vestrion Wealth is a technology provider. We supply decision-support software to licensed financial professionals and firms; we do not provide investment, legal, or tax advice, and we never make recommendations to investors.
How is the Alignment Index different from a risk score?
A single score hides tensions. The Alignment Index separates comfort, capacity, requirement, exposure, and readiness — with a simple headline indicator on top — so the advisor can see where the dimensions disagree and address it.
Does Vestrion predict returns or investor behavior?
No. Vestrion displays simulated ranges based on historical behavior to frame realistic expectations. Ranges are illustrations of dispersion, not forecasts, guarantees, or behavioral predictions.
What does the AI do — and what will it never do?
The Intelligence Layer prepares advisors: meeting briefs, copilot answers with cited sources, and firm-level trends. It operates under guardrails: human approval, restricted actions, no autonomous trades, no unsupervised client advice, and a complete audit history.
Can our home office standardize how advisors use it?
Yes. Firm Command includes governance controls: standardized methodologies, templates, permissions, disclosures, and supervisory review workflows across every advisor.
What happens to our data if we leave?
Your firm's client data belongs to your firm. Structured export is available at any time, before or after cancellation.
How is Vestrion priced?
Per advisor, per month, with monthly or annual options and no forced long-term agreement to start. Administrative users and clients are free. See the Pricing page for current tiers.
Is there a trial?
Yes — a free sandbox and a 30-day pilot are available so your firm can evaluate Vestrion with real workflows before committing.
Privacy Policy
Last updated: August 2026
Who we are
Vestrion Wealth ("Vestrion," "we") operates vestrionwealth.com from Scottsdale, Arizona. This policy describes how we handle information collected through this website.
What we collect
When you submit our demo request form, we collect the information you provide: name, work email, firm, and role. We use standard server logs and may use privacy-respecting analytics to understand site usage.
How we use it
We use form submissions to respond to your inquiry and schedule demonstrations. We do not sell your information, and we do not share it with third parties except service providers who host this site and process form submissions on our behalf.
Retention and your choices
We retain inquiry information as long as needed to manage the relationship. You may request access to or deletion of your information by contacting us through the form on this site.
Changes
We may update this policy as the product launches and evolves; the date above reflects the current version.
Terms of Use
Last updated: August 2026
Acceptance
By using vestrionwealth.com you agree to these terms. If you do not agree, please do not use the site.
No advice
Vestrion Wealth is a technology provider. Nothing on this website constitutes investment, legal, tax, or accounting advice, or an offer or recommendation of any security or strategy. Illustrations, sample scores, and simulated ranges are for demonstration only and are not predictions or guarantees.
Intellectual property
The Vestrion name, logo, and site content are the property of Vestrion Wealth. You may not reproduce them without permission.
No warranty; limitation of liability
The site is provided "as is" without warranties of any kind. To the maximum extent permitted by law, Vestrion Wealth is not liable for damages arising from use of this site.
Governing law
These terms are governed by the laws of the State of Arizona.
See Vestrion in your workflow.
Schedule a guided demonstration for your advisory team. We'll walk one client experience end-to-end and answer pricing questions on the call.
HEADQUARTERS · SCOTTSDALE, ARIZONA