Attract new clients and grow existing relationships with technology that enables you to flexibly deliver your advice and investment expertise to your clients

Powerful, Integrated Platform

VestmarkONE® is a powerful, integrated platform that harmonizes key wealth management functions – proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting – into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.

Bank Trust Advisors 

Provide your investors with an outstanding client experience emphasizing transparency, trust, and skilled investment decision making.

Broker Dealer Representatives

Keep your finger on the pulse of all of your accounts, intuitively access the advisory offerings of your firm, grow your business, and remain in compliance with home office standards with Vestmark’s robust technology and services.

Dually Registered Advisors

Support your fee-based and commission-based accounts with technology and services that provide a unified view of your entire books of business.

Independent RIAs 

Keep pace with emerging client needs and competitive forces with advanced technology tools. Vestmark’s solutions provide you with the technology and services you need to provide your investors a high level of service and improve your business agility.