Unified Wealth Management

Real-time technology that delivers holistic Unified Wealth Management® and a full range of advisory solutions.

How Can Vestmark Help You?

Celent White Paper: The Integrated Platform

How Digital Technology is Reshaping the Wealth Management Landscape 


VestmarkONE® Robo Solution

     Empowering Digitally Augmented Advisors

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Brinker Capital selected Vestmark not only because of the industry leading UMA functionality the platform supports, but also their commitment to continuous innovation. Vestmark has a strong culture and proven ability to deliver engaging technology solutions that provide better outcomes to advisors and their clients.

Brendan McConnell

COO, Brinker Capital