Vestmark

VestmarkONE®

The Managed Account Platform For

Scale

Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization.

Flexibility

Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives.

Control

A configurable suite of software and outsourced services that you (not your technology provider) configure and control.

Innovation

Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more.

The VestmarkONE® Managed Account Platform

Wealth management organizations and advisors are positioned to deliver better investor outcomes by simplifying the construction and management of highly-tailored strategies and portfolios. We're trusted by the largest and most respected firms in the industry.

The VestmarkONE® platform is a managed account technology platform that lets you build out a diversified asset allocation with securities, active or index-based SMA strategies, mutual funds, ETFs, and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account. The VestmarkONE platform enables tax management and personalization across the entire portfolio – at scale – for even the smallest of accounts.

VestmarkONE® Features & Functionality


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The Total Economic Impact™ Of VestmarkONE®

Vestmark commissioned a Forrester Consulting Total Economic Impact™ (TEI) study to examine the potential return on investment (ROI) and other benefits enterprises may realize by deploying the VestmarkONE platform.

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Giving Time Back to Advisors

Today’s investors are demanding more personalization from their advisors, not only for investment solutions and tax management, but also deeper relationships and enhanced service. Learn how the VestmarkONE® managed account platform can save up to 25% of advisor time around tasks like rebalancing and portfolio management.

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The Case for Wealth Management Platform Consolidation

Consolidating wealth management platforms that support your managed account programs – whether or not you streamline and consolidate those programs – creates benefits for your advisors, their clients, and your firm.

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Resources

Personalized Investing at Scale®