Every client family's full picture, not only the part you manage
Your clients hold wealth with several brokers, banks and fund houses. You see the share that runs through you. VestBook gives each family one factual record, built from their own statements, and gives your firm a single view across the families who invite you in.
The client owns the record. Your firm is invited in.
The family builds its record
They upload the statements they already receive and check every row before it is saved. This part is live today.
The client grants your firm access
Access is read-only and recorded, and the client can withdraw it at any time.
You see every family in one place
Holdings by person, platform and asset class, and what matures next across your book.
Not your back office
VestBook does not trade, rebalance, bill or hold custody, and it replaces none of the systems your firm runs. Orders stay with your broker. Advice and suitability stay with you. VestBook only keeps the client's full picture, in facts.
What VestBook can and cannot do
It cannot move money
There is no order, transfer or payment feature of any kind, and no bank or broker password is ever asked for.
Data stays in India
Stored and processed in Mumbai. Statement files are read in memory and then discarded.
Identifiers are cut short
Only the last four characters of a PAN, folio, demat or account number are kept.
Consent sits with the client
Each grant of access is recorded, and the client can withdraw it without asking the firm.
Every change is logged
An activity log shows who changed what, and when.
No advice, no product sales
VestBook shows facts and limits the user sets. It never suggests buying, selling or holding.
The workspace first. Your brand next.
Early-access firms help decide the order of what follows.
Firm workspace
One view of every client family that has granted access, with maturities across your book and reports to download.
White label
The same product under your firm's name and logo, at your own address.
API access
Read each consenting family's consolidated record from your own systems and client portal.
Jordan Dias, founder of VestBook
Over 24 years across the BFSI sector, cybersecurity and enterprise technology.
Help shape the firm workspace
Early access is by application and free while it lasts. Afterwards Enterprise is priced per client family, on request.