Vestmark
Expand Distribution
Let Us Support Your Business Growth by Helping You Gain Access to New or Increased Distribution Channels
Vestmark has deep relationships with major sponsor and custodian firms, enabling you to expand your distribution reach and access new channels.
- Add model-based products
- Add manager-traded products
- Provide access to new channels with new product
Grow Your Model-Based SMA Business
Making your model-based SMA business successful means gaining and expanding access to sponsor firms and new programs, maintaining communications to deliver your models and model changes, and managing the risk, operational processes, and administrative challenges associated with supporting and growing the business.
Luckily, there is a solution that can streamline model delivery and get your strategies into more hands, fast - Vestmark. Learn how in our video.
Distribution Use Cases
Outsource Model Delivery
In a marketplace experiencing robust growth, if process is holding you back from delivering your model-based strategies to many programs at once, outsourcing model delivery to Vestmark can help you scale distribution and achieve greater back-office efficiency with more power to impose controls.
- Single point of communication between your back-office team and distribution partners
- Management of model rotation based on management rules and agreements
Expand into New Distribution Channels
Vestmark has deep relationships with major sponsor and custodian firms, enabling you to expand your distribution reach and access new channels.
- Add model-based products
- Add manager-traded products
- Provide access to new channels with new products
Maintain Continuity with Advisors
Advisory Solutions offers a simple and supportive way to maintain continuity with advisors, regardless of their affiliations (or lack thereof).
- Continued access to products/models without interruption
- Continuity of client portfolios for advisors, without imposing taxable events
- Ability to maintain all client relationships
