Help center › Getting started
Pricing and talking to sales
Vestoris pricing plans are tailored to your firm: the number of users and accounts, the modules you use, and how much AI assistance you need.
Talk to a sales representative
- Call sales: 1-800-360-3718
- Ask sales to contact you: use the sales form. Tell us your firm, the type of firm, a phone number and the best time to call. A sales representative will contact you, and you get a confirmation email straight away.
Before you call
The interactive demo opens a private sandbox firm in one click, with no sign-up. It is a good way to see the portfolio, order, compliance and entitlement features before talking about a plan.
Trial firms
Firms that want to evaluate Vestoris with their own team get a trial firm set up by us. Ask sales about it.
Vestoris is software for paper trading (simulated orders and fills). It is not a broker-dealer or investment adviser and does not give investment advice.