Verdvest helps Caribbean households plan for the goals that matter — powered by institutional-grade financial modelling.
Verdvest gives customers of Caribbean financial institutions a clear view of their financial goals — and a data-driven path to achieve them.
Verdvest creates a virtuous cycle — when customers plan better, they contribute more, and your institution grows with them.
Customers gain a clear, data-driven picture of whether they're on track — and if not, exactly what it takes to get there.
When a customer sees they need to save more to reach their goal, that gap becomes a concrete action — more contributions, more AUM, more engagement.
Everything your institution needs to deliver a world-class financial planning experience — without building it from scratch.
Clients set structured goals — retirement, property, education, and more — with timeline, target amount, and monthly contributions tracked in one place.
10,000+ simulations estimate each goal's probability of success under pessimistic, base, and optimistic market scenarios. Real numbers. Real clarity.
Customers access Verdvest through a shared platform — like Zelle in banking. Familiar and trusted, even if they move between member institutions.
Real-time stock and bond data from the Jamaica, Trinidad & Tobago, Barbados, and Guyana exchanges — powering accurate, up-to-date goal projections.
Flags possible compliance risks based on client behaviour and data collected on-platform — giving your compliance team actionable signals, not paperwork.
Examines local and regional Caribbean tax laws to recommend the most tax-efficient strategy for each client's specific financial goals.
Verdvest operates on a partnership model — financial institutions that join our platform give their clients access to powerful goal-based investing tools, under the trusted Verdvest brand.
Partnering institutions join an exclusive Caribbean network. Being on Verdvest signals to clients that your firm is ahead of the curve — only selected institutions have access.
End investors access Verdvest directly as a trusted brand — like Zelle in banking. Whether they're with your institution or another member, they know and trust the Verdvest experience.
Clients set goals and run Monte Carlo simulations to see their probability of success. They can model contribution increases and portfolio changes in real time.
Clients who understand their shortfalls invest more. Advisors use Verdvest data to have meaningful conversations. Institutions see higher AUM, higher engagement, better outcomes.
We're actively partnering with Caribbean financial institutions who are ready to lead. The first to move will set the standard for everyone else.
Book a 30-minute walkthrough with our team and see exactly how Verdvest would work for your institution and your clients.