The Total Economic Impact™ Of VestmarkONE®

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.

The financial analysis calculated a 66% return on investment and payback of less than 12 months for a composite organization after implementing VestmarkONE

Advisors using VestmarkONE experienced a 15% reduction in time spent on portfolio management and rebalancing activities

VestmarkONE contributed 10% to year one business growth by enabling more sophisticated investment solutions and enhanced advisor recruiting

VestmarkONE reduced back-office reconciliation and reporting time spent by 75%

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Cost Savings & Business Benefits Enabled by VestmarkONE

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.

Download the Full Study

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Summary of Benefits

View the infographic for an overview of the results of the study

View the Infographic

Vestmark Forrester Study Overview Video

Video | Giving Time Back to Advisors

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."

VP of equity, advisory

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