VESTCORE HELP CENTER
Understand the platform.
Follow the journey.
Practical guidance for platform administrators, institutions and investors.
About VestCore
VestCore is an institutional Wealth Operating System and a product of Saryaan. It connects client experiences, wealth capabilities, institution operations and provider orchestration. It is technology infrastructure, not a bank, broker or custodian.
Using VestCore Control Center
Use the Control Center to review institutions, configure modules, manage product availability, inspect provider activity and audit changes. Create Institution walks through details, propositions, capabilities, products, providers, branding and administrator setup.
Institution Portal guide
Each institution sees its own clients, accounts, products, orders, reports and operating configuration. Client 360 joins identity, suitability, goals, holdings, transactions, documents and notes. Role permissions determine which actions are available.
Client Experience guide
Create an example investor account from the gateway. Complete identity and risk profiling, review suitability and set a goal. After approval, explore eligible investments or choose a guided portfolio model. Portfolio and activity records update from the same backend used by the institution.
Understanding financial providers
VestCore normalizes products and coordinates specialized providers. VestID represents identity, FundBridge represents asset management, TradeRail represents brokerage, SafeCustody represents custody, MarketPulse represents market data, and PayFlow represents payments. These are fictional Sandbox adapters. No commercial partnerships or live connections are implied.
Understanding orders
An investment can be saved as Draft or submitted after review. Normal execution moves through submitted, accepted, executed and settled stages without artificial waiting. A delayed scenario stays Accepted until an operations callback. Failed orders create an exception; retry repeats eligibility and availability checks. Settled orders cannot be applied twice.
Understanding portfolios and rebalancing
Portfolio value combines cash and holdings valued at stored prices. Returns are simple gains relative to cost basis. Portfolio 360 compares current allocation with a risk-aligned model. Rebalance preview shows proposed sales and purchases, retains a 5% cash target, and excludes trades below product minimums. Outstanding orders must be completed or cancelled first. Fees are disclosed but are not charged in this environment.
Access and institution separation
Sessions determine institution and investor ownership. Changing a route or request identifier does not grant access to another institution. Advisors and viewers cannot change institution configuration. Published example credentials are for exploration only and must never protect real customer information.
Environment information
This environment uses illustrative institutions, balances, products, prices and transactions. No real financial transaction is executed. All provider names are fictional. Historical chart data is illustrative. Currency conversion uses fixed example rates. This environment does not represent regulatory licenses, security certifications, live clients or actual assets administered by VestCore. Enter example information only.
Documents and reporting
Statements, order confirmations, suitability assessments and product documents are printable views. They reflect current stored records rather than immutable legal statements. Tax documents are not generated because tax reporting depends on institution and jurisdiction requirements. CSV reports use stored institution data.
Restarting exploration
Restart Experience signs you out and returns to the gateway. It does not delete institution records, reset investments or overwrite another visitor’s activity. Tour restart resets only the explanatory steps.
Contact VestCore
For product evaluation, implementation and partnership discussions, contact the Saryaan representative who shared this environment. No unverified contact email is published here. Signed-in investors can submit a servicing request to their institution’s Operations queue.