Security
Your clients are yours.
What a broker shares with a client, and what Vesli does with it.
Nothing crosses between brokerages
Your clients, your boards, your notes and your analyses belong to your firm and are visible only inside it. No other brokerage can reach them. Vesli's own staff see your account and how much it's used, not what's in it. No client names, no notes, no deals.
If you have ever hesitated to put your book into someone's software, that is the answer.
Nothing for your client to sign up for
Your client taps a link and the boats are there. No account, no password, no app, no "create a profile to continue."
That matters commercially, not just technically. Every step between a client and the boats is a step where you lose them, and a client who has to make an account on a marketplace is a client that marketplace now owns.
The link belongs to you. You can turn it off.
What your client's page can and cannot reach
Their own contact details, your private notes about them, your close prices and your internal notes on a boat never reach that page at all. Not hidden behind a tab. Not sent.
They see the boats you chose and the way you presented them. That is it.
What we don't do
We don't sell your data. We don't share it between brokerages. We don't use one firm's clients to serve another. We don't contact your clients on our own behalf. Every email they receive comes from your broker, with your brokerage's name on it, and replies go to your broker.