Vestmark

Outsourced Services

Vestmark Manager Marketplace™

Solving the Distribution and Access Dilemmas

For asset managers, a model distribution service to seamlessly connect to a broad network of distribution firms. For wealth managers, a way to streamline the administrative burden of maintaining an open architecture set of model and manager choices.

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Advice Delivery Simplified

True Marketplace

A true marketplace is built on the premise that product quality speaks for itself. We are not biased. We do not promote product. We have created a network to facilitate the connections between asset managers and financial advisors.

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Time & Transparency

Vestmark Manager Marketplace™ was built to help asset managers and wealth managers focus on their core competencies. We strive to make it easier for asset managers to distribute their investment strategies and for advisors and wealth managers to evaluate and implement them. Our goal is to save you time and deliver enhanced transparency.

“Our approach to constructing dynamic asset allocation portfolios, access to institutional-caliber investment managers, and market leading risk management tools, provides advisors with high quality, outcome-oriented solutions. The Vestmark Manager Marketplace provides us with an efficient way to deliver our portfolios and research in a competitive cost structure.”

Vestmark Manager Marketplace Client
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Segment Approach

Asset Managers

Efficiently distribute your strategies and increase product visibility across the wealth management market to independent advisors, broker dealers, and banks. With a single contract, our platform can widen your reach, deliver your content, handle invoicing and fee collection, and provide you with transparency into the usage of your strategies.

Wealth Managers

Access and deploy strategies from a broad array of asset managers without the administration burden. Our service streamlines ongoing administration by handling contracts, billing and invoicing, collection of manager information needed for your due diligence and research processes, and more.

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E-Book: The Future of Model Access & Delivery

The use of models among asset managers and advisors continues to rise. Leveraging the right model marketplace can create efficiencies for both sides of the market. These e-books outline the unique challenges for each and solutions Vestmark Manager Marketplace™ can provide.

Innovating Wealth Technology