Portfolio Management and Trading
For over two decades, Vestmark has provided the managed account platform of choice for top wealth firms. Our modular, full-featured set of solutions can be your foundation, too.
Industry Leading UMAs
Realize the full potential of Unified Managed Accounts that support multiple asset classes efficiently, with sleeve-level control and reporting
Household Rebalancing
Get a fuller picture of a client’s true situation with the ability to manage, monitor, report, and rebalance across accounts in a personalized, tax-efficient manner
Support Alternatives and Fixed Income
Serve sophisticated and higher-net-worth clients with a wide array of potential investments all under one roof—and easy to access and manage for advisors
A Proven, Adaptable Platform for Wealth Firms
Your firm attracts clients through the promise of tailored services and investment success. Vestmark helps you deliver on that promise efficiently—so you can gain new business and assets while boosting your bottom line.
One Platform, Many Capabilities
Build around all of Vestmark’s portfolio management technology, or use us to centralize specific sets of functions—Vestmark integrates well either way
Account Capabilities You Can’t Outgrow
We already serve millions of accounts across large-scale clients—with Vestmark, your growth ceiling is unlimited
Central Oversight and Control
Balance risk with autonomy using rules and workflow guidelines while also giving advisors needed flexibility, then monitor for performance and compliance
An Empowering Advisor Experience
A truly unified advisor dashboard lets advisors review, plan, and take action effortlessly—wowing clients and delivering on your promise
Access to Advisory Services
Seamless access to Vestmark’s Manager Marketplace, trading services, and tax transition capabilities add value for your team
Automation for Efficiency
Automate operational workflows to save time and increase productivity for both back-office support staff and front-line advisors
Core Wealth Management Functions in One Suite
Solutions for Wealth Management Firms
RIAs and Aggregators: Balance Independence and Centralization
Whether your firm is growing through acquisition or rapid expansion, our tools and consultation help you succeed
Broker-Dealers & Banks: A Proven Partnership
Manage current complexities and be ready for future growth by extending your reach and optimizing your home office
Maximize the Power of Vestmark
Advisor Suite
Dig deeper into the Vestmark advisor experience, which draws relevant capabilities into a single dashboard with intuitive interfaces
Investment Advisory
Outsourced, automatic tax-aware investment management plus access to third party strategies helps extend a firm’s offering and seamlessly plugs into other Vestmark offerings
Powering your potential.
Vestmark is more than a tech firm. We are a partner, sharing insights and problem-solving skills we have developed while serving the largest and most complex wealth businesses, adapted to meet your needs.
