Leverage Advanced Technology to Comply with the Department of Labor's Fiduciary Rule
VestmarkONE can help you to efficiently scale to manage discretionary and non-discretionary accounts in line with the DoL Fiduciary Rule. Our robust back and middle office functionality automates key processes so that you streamline your compliance efforts and focus on growing your firm.
- Easy to use proposal generation
- Portfolio management, trading, and re-balancing for managed accounts in retirement plans
- Flexible compliance engine and dynamic heat maps
- Robust 3rd party reconciliation engine to quickly interpret and correct breaks
- Granular performance measurement analytics
- Customizable reporting tools
Learn more about the Department of Labor's Fiduciary Rule and how to prepare your business for compliance, view our recorded webinar, "DoL - Beyond Hype into Reality."