Overview
The Vestmark Platform is a real time, web-based technology platform providing complete functionality and connectivity for investment managers,
broker dealers, RIAs, bank trusts, and outsourcing providers offering services to these segments. The Vestmark Platform was designed from inception
to support the scalability, efficiency, and product flexibility requirements of the managed accounts and wealth management industries.
In addition to supporting institutional and private client Separately Managed Account (SMA) solutions, Vestmark supports a wide range of configurations for
Multiple Style Portfolio (MSP), Unified Managed Account (UMA), Unified Managed Household (UMH), and open architecture investment programs.
For Overlay Managers, Vestmark supports both active and passive overlay management, including support for participating Investment Managers who submit models,
access the Overlay Manager's Vestmark system to update their models and trade their account sleeves, or wish to shadow their accounts on their own portfolio
management system.
Vestmark provides full connectivity and automation for account opening, trading, and reconciliation with custodians and 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.
- Modern, scalable, n-tier technology solution
- Secure web-based user interfaces
- SAS Type 2 certified primary and disaster recovery sites
- Flexible integration options
- Embedded workflow and business process management
