Independent RIAs

Improve your investor experience with a superior operating model

Focus on improving your efficiency, communication, and client relations with advanced technology that streamlines your operational processes. VestmarkONE® unifies critical wealth management processes – proposal generation, trading and portfolio management, sleeve level performance, and sleeve level accounting - in a single, integrated platform across all custodians. Provide your investors with a constantly updated view of their wealth, improve your operational agility, and scale your business with our innovative approach to wealth management.

Key Benefits:

  • Reduce the time that it takes to propose and enroll your investors in a bespoke portfolio
  • Improve your efficiency with advanced trading tools and client account oversight
  • Deliver your investor’s household objectives by constructing holistic client-centric portfolios