Vimvest for Advisors is an all in one advisor business platform designed to simplify operations, amplify sales, and solidify the future of your business – all while giving your clients state of the art financial technology.
Make your business more efficient and impress your clients at the same time.
Your clients are your business. Follow their journey from lead to client, and track business opportunities and their financial goals from one place.
Portfolios that Perform
Our portfolio models, based on decades of investing science, give you the opportunity to provide world class investing without the need to actively trade every day.
Efficiency can make or break the success of your sales and marketing campaigns. Discover and implement proven methods that bring more return on every dollar spent.
Financial technology is racing ahead. Providing Vimvest to your clients will mean staying ahead of the technology curve, prepping for the transfer of wealth, and giving you access to new revenue models.
Let your data live in one place.
Keep your client's up-to-date financial information in the same place with the rest of your day-to-day relationship management. Your clients are on a financial journey. Our purpose built Light CRM helps you be a part of that journey.
Our team of experienced portfolio managers have crafted a set of options for every type of client. Provide your aggressive and conservative clients with a balanced, structured portfolio, based on their risk.
You coach your clients to stay the course. We will manage the portfolio.
This special one day event with keynote speaker Kevin Harrington – original shark from Shark Tank™ – will show you new and innovative ways to leverage financial technology to accelerate the growth of your business in the digital age.
Proven methods to sharpen client conversion and retention.
The financial industry is extremely competitive, as you know. Sales and marketing techniques can make a big difference in maximizing your ROI. Learn to consistently implement proven methods to win more clients and keep them.
You work hard to develop relationships with your clients, and then someone else gets the rest of their financial business. With Vimvest, we are working to give you more tools to increase revenue and participate in the larger, generational wealth transfer.
Kevin Harrington has experience growing businesses to hundreds of millions in revenue. Hear from the Original Shark on Shark Tank on how Vimvest for Advisors can help make your business more successful.
This website is operated and maintained by Vimvest, an SEC registered investment adviser. Clearing, custody and other brokerage services are provided to clients of Vimvest by Apex Clearing Corporation (“Apex”), member FINRA/SIPC. Vimvest and Apex are not affiliated firms. Investments: not FDIC insured – No Bank Guarantee – May Lose Value. Investing involves risk, including loss of principal, and past performance does not guarantee future results. Diversified portfolios and asset allocation do not guarantee profit or protect against loss. Nothing on this site should be construed to be an offer, solicitation of an offer, or recommendation to buy or sell any security.
Before investing, consider your investment objectives and Vimvest’s fees. The Vimvest fee does not include the expenses of the underlying investments in your account. Vimvest may use data from third parties and clients believed to be reliable, but cannot ensure the accuracy or completeness of that data. Vimvest and Apex Clearing Corp do not provide legal or tax advice and investors should consult with their personal legal and tax advisors prior to funding an account or making any investment. Any investment outcomes or goal achievement dates are hypothetical in nature, provided for educational purposes only, do not reflect actual investment returns, are not individualized, are not intended to serve as the primary or sole basis for investment decisions, and are not guarantees of future results. Please see full disclosure for more information.