For Your Clients

Offer the latest in modern financial technology.

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.

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See how Vimvest can help boost your business.

Invest. Save. Give.

Give your clients the freedom they want.

Goal-based financial planning designed to help clients visualize their future.
Vimvest Goals

All their goals under one roof.

From the long-term investing goals to the short-term saving goals, as well as favorite non-profits, Vimvest allows your clients to aim every dollar exactly where they want it to go. Easily set target amounts, dates, and automatic deposits.
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Giving

Offset gains by spreading love to non-profits.

Many of your clients give regularly to their favorite non-profits and causes. Vimvest has literally thousands of non-profits available, keeping capital gains and charitable contributions in one place.
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Educational Events

Coming to a city near you.

These special educational events, featuring industry veterans Stephen McLeod and Don Holt, will show you new and innovative ways to leverage financial technology to differentiate yourself from the crowd and accelerate the growth of your business in the digital age.
Coming Soon

Let them speculate with the best.

Done with proper balance, speculating on a few favorite individual stocks can be a great way for clients to get behind companies or industries they believe in. We will provide a beautiful and simple way to do just that – in full or fractional shares.
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Coming Soon

Introduce your clients to the future of banking.

Spending is a huge part of your client's financial life. Introduce your clients to the future of banking and participate in the added revenue while doing it.
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Solidify the future of your business with Vimvest.

People Love Vimvest

We are cultivating a future full of clients ready for you.

90k
App Downloads
Thousands are beginning to take advantage of Vimvest.
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Average Rating
We work hard to continually improve our client experience.

Talk with a representative about Vimvest.