Vestmark

Webinar

Creating Better Outcomes

Through Effective Portfolio Management

The right platform solution can bring portfolio management scale and efficiency to your practice throughout many critical parts of your workflow.

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Listen In

As we cover four key elements of practice efficiency strengthened by the Vestmark® platform:

Portfolio construction, management, rebalancing and trading, scale and flexibility that enables you to efficiently create custom portfolios for your individual clients;

Exception-based process flow powered by patented heat-maps, customizable alerts, and data presented to you in a uniquely actionable way;

Consistent, consolidated, integrated data and workflow that create a frictionless advice flow and experience for your clients;

Outsourcing options for some of your investment management processes via the Vestmark Manager Marketplace™ or some of your trading execution / overlay portfolio management through our Model Trading Service to create further scale for your business.

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      Speakers

      Rob_K_FA_MAG_Webinar_LP_750x452

      Rob Klapprodt

      Corporate Strategy Officer, Vestmark

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      Heeren_P_FA_MAG_Webinar_LP_750x452

      Heeren Pathak

      Chief Technology Officer, Vestmark

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      Curt_O_FA_MAG_Webinar_LP_750x452

      Curt Overway, CFA

      President & PM - Managed Portfolio Advisors, Natixis

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