Vestmark commissioned a Forrester Consulting Total Economic Impact™ (TEI) study to examine the potential return on investment (ROI) and other benefits enterprises may realize by deploying the VestmarkONE platform.
Forrester interviewed four national broker-dealers who leverage the VestmarkONE platform for their managed account programs and combined the results to create a composite organization. Based on these interviews, the study details the key benefits these firms have realized through the adoption of VestmarkONE. The study presents a financial analysis of business benefits such as incremental AUM growth and advisor time savings, as well as cost savings in areas of operations and technology. Read the study in full for all of the details and to understand how this could apply to your business.
View the infographic for an overview of the results of the study
Today’s investors are demanding more personalization from their advisors, not only for investment solutions and tax management, but also deeper relationships and enhanced service. All of this personalization takes time.
"It is a much more efficient way to rebalance and to run model portfolios. You want to run a model across many accounts and rebalance efficiently – compared to what we had prior it’s been a huge win. Advisors have said to us specifically that this tool has saved them a lot of time over our old architecture."