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Model Trading Service

Vestmark’s Model Trading Service is a turnkey solution that includes outsourced model management, trading, and rebalancing services. With Model Trading Service, our clients can see efficiency and productivity gains that can generate hard-dollar savings and allow wealth management firms to rebalance their focus.

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What is Model Trading Service?

A new turnkey solution that includes outsourced model management, trading, rebalancing and more. With Model Trading Service, you can see efficiency and productivity gains that can generate hard-dollar savings that allow your firm and your advisors to rebalance your focus and time on other revenue-generating activities. Tailor a fully-outsourced solution or let us get your home office overlay up and running quickly.

Model Trading Service supports models from the home office, third-party managers, your advisors, as well as any of the 650 models available from 140 managers on the Vestmark Manager Marketplace™

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