---
description: Learn how VestServe can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: VestServe Reviews, Pricing & Ratings | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [VestServe](/software/128087/vestserve)

# VestServe

Canonical: https://www.getapp.co.nz/software/128087/vestserve

> VestServe is an investment management solution, which helps financial institutions, insurance agencies, \& businesses manage assets, mutual funds, finances, pension plans, \& credit risks. The notification system enables organizations to send \& receive data updates from clients, custodians or brokers.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: VestServe
- **Founded**: 2001

## Commercial Context

- **Starting Price**: US$27,500.00
- **Pricing model**: Per Feature
- **Pricing Details**: Pricing starts from $27,500 per year. Contact VestServe for more information.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise)
- **Supported Languages**: English
- **Available Countries**: Albania, American Samoa, Andorra, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Barbados, Belarus, Belgium, Belize, Bermuda, Bolivia, Bosnia & Herzegovina, Brazil and 124 more

## Features

- AIMR Compliance
- Accounting
- Alerts/Notifications
- Audit Trail
- Automated Execution
- Benchmarking
- Bonds/Stocks
- CRM
- Client Management
- Client Portal
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Contact Management
- Controls Audit
- Credit Risk Management
- Customisable Reports
- Data Import/Export
- Debt Management
- Derivative Valuation

## Integrations (1 total)

- QuickBooks Online Advanced

## Support Options

- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Investment Management Software](https://www.getapp.co.nz/directory/17/investment-portfolio-management/software)

## Related Categories

- [Investment Management Software](https://www.getapp.co.nz/directory/17/investment-portfolio-management/software)
- [Financial Risk Management Software](https://www.getapp.co.nz/directory/779/financial-risk-management/software)
- [Hedge Fund Software](https://www.getapp.co.nz/directory/1225/hedge-fund/software)

## Alternatives

1. [Morningstar Direct](https://www.getapp.co.nz/software/2080459/morningstar-direct) — 4.1/5 (251 reviews)
2. [Unity](https://www.getapp.co.nz/software/2062114/unity-2) — 5.0/5 (3 reviews)
3. [Backstop](https://www.getapp.co.nz/software/114289/backstop1) — 4.3/5 (46 reviews)
4. [PackHedge](https://www.getapp.co.nz/software/2080542/packhedge) — 4.9/5 (11 reviews)
5. [Octopus](https://www.getapp.co.nz/software/2056531/octopus) — 4.0/5 (1 reviews)

## Links

- [View on GetApp](https://www.getapp.co.nz/software/128087/vestserve)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/software/128087/vestserve> |
| de-AT | <https://www.getapp.at/software/128087/vestserve> |
| en | <https://www.getapp.com/finance-accounting-software/a/vestserve/> |
| en-AE | <https://www.getapp.ae/software/128087/vestserve> |
| en-AU | <https://www.getapp.com.au/software/128087/vestserve> |
| en-CA | <https://www.getapp.ca/software/128087/vestserve> |
| en-GB | <https://www.getapp.co.uk/software/128087/vestserve> |
| en-IE | <https://www.getapp.ie/software/128087/vestserve> |
| en-NZ | <https://www.getapp.co.nz/software/128087/vestserve> |
| en-SG | <https://www.getapp.sg/software/128087/vestserve> |
| en-ZA | <https://www.getapp.za.com/software/128087/vestserve> |
| es | <https://www.getapp.es/software/128087/vestserve> |
| es-CL | <https://www.getapp.cl/software/128087/vestserve> |
| es-CO | <https://www.getapp.com.co/software/128087/vestserve> |
| es-MX | <https://www.getapp.com.mx/software/128087/vestserve> |
| fr | <https://www.getapp.fr/software/128087/vestserve> |
| fr-BE | <https://fr.getapp.be/software/128087/vestserve> |
| fr-CA | <https://fr.getapp.ca/software/128087/vestserve> |
| nl | <https://www.getapp.nl/software/128087/vestserve> |
| nl-BE | <https://www.getapp.be/software/128087/vestserve> |
| pt | <https://www.getapp.com.br/software/128087/vestserve> |
| pt-PT | <https://www.getapp.pt/software/128087/vestserve> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp New Zealand has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.co.nz","url":"https://www.getapp.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.co.nz/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"VestServe","description":"VestServe is an investment management solution designed to help financial institutions, insurance agencies, and businesses manage assets, mutual funds, finances, pension plans, credit risks, and more. The platform comes with a notification system, which enables organizations to send and receive data updates from clients, custodians, brokers, or external systems.\n\nVestServe allows administrators to manage the distribution of funds across shares, incomes, spends, and gains via custom delivery rules. The solution offers a host of features such as trade order management, portfolio modeling, investment planning, cash flow tracking, financial reporting, customizable trade tickets, yield curve analysis, and more. The built-in performance measurement tools enable enterprises to streamline the allocation of assets and view contribution return by country, asset type, portfolio, currency, or sector.\n\nVestServe includes drag and drop functionality, which lets managers add custom fields, groups, and formulas to reports and export information to Excel, PDF or Word files. Plus, it supports integration with QuickBooks and various third-party systems for managing general ledger, customer relationship management (CRM), and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/421de81f-cd2e-4229-a9ad-77bc66086c8c.png","url":"https://www.getapp.co.nz/software/128087/vestserve","@type":"SoftwareApplication","@id":"https://www.getapp.co.nz/software/128087/vestserve#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.co.nz/#organization"},"offers":{"price":"27500","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Windows on premise, Linux on premise"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/17/investment-portfolio-management/software","@type":"ListItem"},{"name":"VestServe","position":3,"item":"/software/128087/vestserve","@type":"ListItem"}],"@id":"https://www.getapp.co.nz/software/128087/vestserve#breadcrumblist"}]}
</script>