VestmarkONE is a comprehensive, real-time unified wealth management technology solution that enables broker-dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver holistic wealth management and a full range of advisory solutions.
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Vestmark's experienced team works closely with clients to implement tailored solutions incorporating best practices that help firms gather more assets, increase efficiencies, and minimize operating risks. VestmarkONE was designed from inception to support the scalability, efficiency, and product flexibility requirements of wealth management and investment advisory solutions.
VestmarkONE supports a range of configurations for:
- Advisor-directed programs (APM, Advisor Non-Discretionary, RPM, RAA)
- Separately managed accounts (SMA)
- Unified managed accounts (UMA)
- Unified managed household (UMH)
- Model-based programs
- Open architecture investment programs
For overlay managers, VestmarkONE
supports both active and passive overlay management.
Learn more about VestmarkONE for overlay management.
The Vestmark Custodial and Trading Network (VCTN) provides full connectivity and automated processing with custodians and brokerage platforms spanning all areas of connectivity. Learn more about Vestmark integration.