Overview

The Vestmark Managed Accounts Platform (VMAP) is a modern, web-based technology platform providing complete functionality and connectivity for investment managers, overlay managers, sponsors, and operations outsourcing service providers. VMAP was designed from inception to support the scalability, efficiency, and product flexibility requirements of the managed accounts industry.

In addition to supporting traditional Separately Managed Account (SMA) products, VMAP supports a wide range of configurations for Multiple Style Portfolio (MSP), Unified Managed Account (UMA), Unified Managed Household (UMH), and Open Architecture products.

For Overlay Managers, VMAP supports both active and passive overlay management, including support for participating Investment Managers who submit models, access the Overlay Manager's VMAP system to update their models and trade their account sleeves, or wish to shadow their accounts on their own portfolio management system.

VMAP provides full connectivity and automation for account opening, trading, and reconciliation with sponsor platforms. Vestmark is also a strong proponent of data and communications standardization efforts of the Money Management Institute (MMI) and the Depository Trust and Clearing Corporation (DTCC). Standards benefit the entire industry with increased operational efficiencies, superior customer service, and greater flexibility in determining investment management options and distribution channels.