Superior Family Office Operations

Leverage a single portal to transform family office operations. Resolve common issues from repeated investor onboarding. Enjoy automated compliance workflows and seamless product integrations.

Trusted by leading funds

Vestlane is Tailored for Forward-Thinking Family Offices

Grow Your Audience

Reach a broader group of clients, including a vast network of high-net-worth individuals already onboarded to Vestlane.

Digital Onboarding

Provide a top-tier digital onboarding experience for high-net-worth individuals that is both advanced and user-friendly.

Streamline Workflows

Accelerate fund growth with Vestlane's workflows, enabling quick investment decisions and exceptional client experiences.

Master Data Management

Establish Vestlane as a Single Source of Truth for your family office to automate updates for investor-related changes in real-time.

Family Office Investor Onboarding

Reduce onboarding costs by up to 50% while ensuring a frictionless, compliant experience for investors. Use pre-fillings and eSignatures for quick and secure completions.

Compliant Fund Operations

Vestlane’s data management system supports capital calls, document sharing, and comprehensive KYC/AML checks, ensuring family office operations are always aligned with regulatory requirements.

Enhanced LPs Engagement

Engage your Limited Partners with dynamic virtual presentations, secure document sharing, and actionable insights. Transparent investor communication has never been easier for family offices.

Absolute Security for Your Digital Fund Operations

Securely manage fund operations with Vestlane's registration and document submission processes. Our infrastructure is aligned with data protection laws and is ISO 27001, GDPR, SOC certified.

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