Centrally Managed Programs

Our advanced technology tools enable you to efficiently trade, monitor, and manage your book of business, and grow your centrally managed advisory client assets

VestmarkONE® provides portfolio management for separately managed accounts (SMAs), unified managed accounts (UMAs), unified managed household (UMH), Mutual Fund and ETF Wrap, Rep as PM, and Rep as Advisor business models in a single platform. Using VestmarkONE, you can consolidate disparate programs and products, accelerate the delivery of new offerings, and scale to meet the ever-evolving needs of your clients.

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Key Benefits:

  • Automate, consolidate, and streamline sponsor communications    
  • Streamline account on-boarding and daily account instruction
  • Rebalance high volumes of accounts incorporating asset allocation, position tolerances, client restrictions, and compliance rules with a focus on trade minimization and tax-aware trading
  • Uphold stringent, 24 x 7 account oversight and governance
  • Enforce account and firm mandates