Vested Partner Program: A complete platform walkthrough

​About this Live Session

​The Vested Partner Program is designed to help partners seamlessly manage client onboarding, track investments, access insights, and grow their global investing business with ease. Whether you are new to the platform or looking to make better use of its features, understanding the dashboard and workflows can help you operate more efficiently and support clients more effectively.

​In this session, we will take you through a complete walkthrough of the Vested Partner Platform, covering the key tools, features, and workflows available to partners. From onboarding clients to tracking activity and accessing resources, this session will help you navigate the platform with confidence.

​We will also share best practices, common use cases, and tips to help you get the most out of the partner ecosystem.

​Key Agenda

​• Introduction to the Vested Partner Program
• Complete walkthrough of the Partner Dashboard
• Understanding client onboarding and account tracking
• Navigating investment activity and reporting features
• Accessing educational resources and marketing materials
• Managing client engagement and communication workflows
• Best practices for using the platform efficiently
• Common questions, troubleshooting, and support resources
• Upcoming features and growth opportunities for partners

​Speakers

​Akash Gupta is the Director of Marketing & Growth at Vested Finance, where he leads initiatives that have contributed to nearly a 10x increase in AUM. He also works closely with India’s wealth managers and IFA ecosystem to expand access to global investing solutions. With over a decade of experience in fintech and performance marketing, he specialises in building scalable acquisition engines and partner-led growth models for financial products.