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Overview

VMAP is a modular system offering flexible configuration of account opening, portfolio accounting, portfolio manufacturing (including asset allocation / model management, restriction management, account monitoring, and rebalancing), trading, reconciliation, reporting, and compliance.

The fully configurable Vestmark Business Process Management engine automates and monitors workflow between systems and users thus enforcing business rules and processes, reducing errors, and increasing efficiency. The integrated Vestmark Audit Trail Manager records all activity in the system to support compliance requirements.

VMAP's web-based user interface is easy to use with extensive use of real-time, interactive dashboards for management oversight as well as for management by exception. User consoles are configured by role to include a set of real-time monitors that present only the data and functions to which the user has been granted access. VMAP provides consoles for personnel in Operations, Portfolio Management, Trading, Reconciliation, and Compliance. Additional consoles may be easily configured based on role requirements.

Technology Highlights
  • 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
"Mr. Sheckler is a pioneer in the CIPM program and belongs to a select group of dedicated CIPM certificate holders whose mastery of the curriculum has been measured against a single, uniform, global standard of excellence."

Jeffrey J. Diermeier, President and Chief Executive Officer
CFA Institute
 
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