Advisor Suite
Our intuitive advisor technology puts essential tools and information within reach, helping advisors at RIAs and wealth management firms serve clients more efficiently and effectively.
Client Satisfaction Made Easy
Wow clients with personalized recommendations, detailed reporting, and insightful answers, accessed through one simple system
Manager Marketplace
Connect advisors to 1400+ strategies from 220+ of the best asset managers through a single contract
Unlock Investment Options
A full suite of investment options, including UMAs, alternatives, fixed income, and other asset classes, lets advisors do more
Helping Modern Advisors Do More, Faster, Better
Advisors can unleash their potential and insights—benefitting both their clients and their firms—with next-generation advisor technology built to offer real world benefits today.
Save Time to Invest in Clients
Offer clients the attention and personalized service they deserve—our advanced advisor technology can free up hours
Apply the Power of Integration
Connect to trading and account tools through an intuitive interface with just the controls advisors need
Work Seamlessly
A truly unified advisor dashboard lets you review, plan, and take action effortlessly—no more managing multiple logins
Automation Where it Matters
From onboarding to client reporting, automation is a game-changer for advisors. Use automation to get more done faster
Access to Advisory Services
Seamless access to Vestmark’s Manager Marketplace, trading services, and tax transition capabilities add value for advisors
Fee Flexibility & Seamless Integration
Our fee transparency and white label services let you structure and deliver offerings your way
Essential Solutions at Your Fingertips
Optimized for Advisors Everywhere
RIA Technology: Balance Independence and Centralization
Advisors at RIAs keep what makes them special while operating within an integrated technology system
Platform for Broker-Dealers & Banks: Focus on Advisor Success
Advisor technology with a consistent, branded toolkit that gives them freedom to succeed their way
Maximize the Power of Vestmark
Portfolio Management & Trading
Supercharged managed account platform serves as the foundation for your set of solutions
Investment Advisory
Outsourced, automatic tax-aware investment management plus access to third party strategies helps extend a firm’s offering and seamlessly plugs into other Vestmark offerings
Powering your potential.
Vestmark is more than a tech firm. We are a partner, sharing insights and problem-solving skills we have developed while serving the largest and most complex wealth businesses, adapted to meet your needs.
