Vestmark

Let Us Support Your Business Growth by Helping You Gain Access to 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 strategies
Add tax-managed strategies
Add manager-traded strategies
Provide access to new channels with new strategies and services such as tax-management

Grow Your Model-Based SMA Business

Making your model-based SMA business successful means gaining and expanding access to sponsor firms and new programs, adding products such as tax-managed strategies, streamlining the communications of 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 - the Vestmark Manager Marketplace (VMM).

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Why Work With Us?

No Access Hurdles

As a truly open marketplace, our onboarding process is designed to be quick and frictionless. VMM does not have access hurdles for new managers – or new strategies.

With our streamlined onboarding, single-contract process, simple operational requirements, and single delivery point for the model for each strategy, you can easily access conflict-free connectivity to the Vestmark distribution partners and Vestmark VAST.

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 or manager-traded strategies
Add tax-managed strategies
Access the distribution opportunity to be part of the true open architecture set of investment options available within Vestmark VAST

Maintain Continuity with Advisors

Vestmark Manager Marketplace offers a streamlined single point of access to maintain continuity with advisors, regardless of their affiliations (or lack thereof).