Vestmark
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.
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.
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.”
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.
