See what Verdvest looks like from both sides — the investor planning their future, and the institution helping them get there.
| Client | Primary Goal | Goal Probability | Shortfall | KYC Flag | Recommended Action |
|---|---|---|---|---|---|
| M. James | Retirement | 61% | +$300/mo needed | ⚠ High | Portfolio review + compliance check |
| S. Williams | University Fund | 72% | +$200/mo needed | ✓ Clear | Increase monthly contribution |
| D. Thomas | Family Vacation | 38% | +$500/mo needed | ● Low | Lump sum deposit or extend timeline |
| P. Charles | Retirement | 74% | +$150/mo needed | ✓ Clear | Rebalance to growth allocation |
| A. Ferguson | Home Purchase | 99% | On track | ✓ Clear | No action needed |
Link accounts across any Verdvest member institution so clients see their full financial position in one place.
Fully responsive web and native mobile app — optimised for every screen size from phone to desktop.
Real-time market feeds from Jamaica, Trinidad, Barbados, and Guyana exchanges via API integration.
REST API and webhooks for integration into existing core banking systems or CRM platforms.
Personalised contribution nudges and portfolio recommendations based on each investor's goal trajectory.
We take the security of your clients' financial data as seriously as they do.
All data at rest and in transit is encrypted to bank-grade standards.
We are actively pursuing SOC 2 Type II certification — security, availability, and confidentiality by design.
MFA enforced across all logins. Biometric support on mobile.
Client assets are always held in segregated accounts, separate from operational funds.
Regular third-party penetration testing and continuous vulnerability scanning.
Geo-redundant cloud infrastructure with automatic failover and disaster recovery.
Our pricing model is designed to grow with you — a small basis-point fee on new AUM generated post-implementation, plus a platform license fee.
Book a 30-minute walkthrough tailored to your institution.