Flexibly support the needs of your advisors and their investors while maintaining home office consistency and control
Empower Your Trust Advisors
Vestmark’s dynamic technology and services enable you to evolve your business in line with the changing needs of investors. Provide your trust advisors with the means to seamlessly manage client relationships across product changes, run model-based programs, or allow your advisors to tailor client portfolios within acceptable investment policy guidelines.
- Supervise firm-wide or advisor-specific behavior and monitor activity with a configurable series of heat maps and business management reports generated from a single, integrated platform
- Streamline interaction with approved third-party investment managers through our web portal
- Optionally access a network of third-party managers and strategists through the Vestmark Manager Marketplace
- Scale your practice with an integrated platform for trading, automatic account monitoring, drift alerts, efficient rebalancing tools, and flexible business management visualization
- Support all of your programs – Trust-Managed Accounts, Non-Discretionary Programs, Outside Manager Programs (SMA), Unified Managed Accounts (UMA), Unified Managed Households (UMH) – in a single platform