How Can We Help?

We hope you and your family are doing well in this challenging and uncertain environment. As now is not the time for typical sales and marketing tactics, we’re simply asking the question above. Whether you’re a client or prospect, we want to help in any way we can — regardless of whose technology you’re using.

This resource center is a collection of thoughts and ideas from us and others to help you and your advisors best serve your clients in navigating the current environment.

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Best practices: what we’re doing to help

Given market volatility, a dramatic increase in transaction volumes, and opportunities for rebalancing and tax loss harvesting, here are some of the things we’re doing for our clients. We’d be happy to share more details — even if you’re not using the VestmarkONE® platform.

Massive spikes in trading volume:

across clients, helped successfully manage through 7 to 10x average daily transaction volume

Flurry of model changes:

added resources to help asset managers, home offices and advisors efficiently apply model portfolio changes affecting hundreds of thousands of accounts

Later-in-day processing:

modified workflows and added touchpoints for processing trades later in the afternoon

Enhanced mutual fund processing:

devised plans and action steps for clients with especially heavy mutual fund order processing needs

Business continuity and scale:

worked with business continuity teams to plan for and build out future scale planning initiatives

Generating tax alpha:

advised on how to best leverage tax-loss harvesting methodologies by adding rules and designating wash sale securities

Drift tolerance best practices:

advised on adding, tracking and acting on a number of drift tolerance methodologies

Improved compliance monitoring:

shared guidance and insights into utilizing advanced compliance screening & monitoring configurations


We're Here For You

If you’d like more details about any of the above (even if it’s about how you might go about doing this with your current vendor), please fill out the form and we’ll connect you to the right people here at Vestmark.

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Timely thought leadership

A curated list of articles and webcasts with insights for senior executives, home offices, advisors and investors.

Leading and managing through crisis

COVID-19 and the resilient enterprise
(EY webcast, registration req’d)

Responding to COVID-19 (McKinsey)

Curated list from Michael Kitces
(Kitces and others)

Guidance from the American Bankers Association

3 important tactics for advisors
(Steve Gresham)

How to Talk to Your Team When the Future Is Uncertain
(Harvard Business Review)

Vestmark Blogs & Resources