Over the past few years, passive investing has grown tenfold. At the same time, investors have demanded the ability to express their personal values through their investments, and tax management has become an important component of demonstrating value in portfolio management. Direct Indexing is the logical result of the intersection of these trends.
As a cloud-based SaaS solution deployed with Vestmark’s outsourced back-office services, the VestmarkONE® platform requires no installation and almost no IT involvement from the client.
Our advanced technology allows personalization of client portfolios – whether it’s the application of ESG screens, factors or tilts, security restrictions, or other types of customization – while enabling these accounts to still be managed and rebalanced alongside other accounts in an automated workflow, eliminating manual workarounds.
Automated tax-aware trading and tax management workflows can only be accomplished if a platform has communications and connectivity with the custodians at the tax-lot level AND if the tax-lots are in sync with the custodian at the start of trading each day.
Vestmark features a deep network of broker/dealer and asset manager clients, has experience working with a wide variety of end-client solutions as well as connecting sponsors and asset managers, enabling them to deliver a broad suite of solutions in an efficient, scalable way.
Whether it’s your home office overlay team rebalancing tens or hundreds of thousands of accounts, or your advisors managing hundreds or thousands of individual sleeves, exception-based processing and automated workflows enable true scale and real-time savings.