The most ADVANCED capabilities available.
Managed account solutions continue to evolve in response to the investment needs and objectives of investors.
This evolution can lead to changes in the role of the financial advisor, how sponsor organizations support the
financial advisor, and how investment managers structure their investment processes and interact with distribution partners.
Vestmark enables sponsors, investment managers, and operations outsourcing service providers to develop and support
innovative managed account solutions that as they grow their business.
- Unified Managed Account (UMA) support
- Insource or outsource overlay portfolio management
- Flexible trading options for an active, passive or hybrid overlay role
- Unified Managed Household (UMH) support
- Combine holdings across multiple investor accounts
- Define asset allocation policies across one, multiple or all accounts within a household
- Track drift from the asset allocation policy
- Rep-as-Manager support
- Modeling and trading for financial advisors
- Compliance monitoring and enforcement for the centralized investment oversight
- Mutual Fund Advisory program support
- Open Architecture managed account programs - utilize 3rd party investment managers
- Structured products - create packaged, multi-asset and multi-style investment products
- Fixed income - characteristic-based modeling and trading
- Managed Accounts - Efficiently manufacture customized investment targets across multiple accounts
