Vestmark and First Trust to Expand Customized Model Portfolio Solutions for RIAs
Collaboration enables RIAs to build and implement customized portfolios using First Trust strategies
Vestmark and First Trust to Expand Customized Model Portfolio Solutions for RIAs
Collaboration enables RIAs to build and implement customized portfolios using First Trust strategies
WAKEFIELD, Mass. (November 5, 2026) — Vestmark, Inc., a leading provider of wealth management technology and services, today announced a strategic collaboration with First Trust Portfolios (First Trust), a provider of investment products and advisory services, to expand access to customized model portfolios for the registered investment advisor (RIA) marketplace.
Through the relationship, RIAs will be able to access a white-labeled, customizable experience for constructing and managing model portfolios using First Trust strategies. The collaboration combines First Trust’s investment capabilities with Vestmark’s portfolio implementation infrastructure, enabling advisors to tailor portfolios around individual client needs while managing them efficiently at scale.
The offering will initially support exchange-traded fund (ETF), mutual fund and interval fund strategies and leverage Vestmark capabilities including trading, tax-aware portfolio transitions and ongoing tax management. Implemented through the Vestmark Model Marketplace, these capabilities are designed to integrate First Trust strategies into advisor workflows while supporting scalable, tax-aware portfolio implementation.
“RIAs increasingly want access to the investment expertise of leading asset managers without giving up the flexibility to tailor portfolios around individual client needs,” said Rob Battista, EVP, Advisory Solutions at Vestmark. “By combining First Trust’s investment capabilities with Vestmark’s portfolio implementation and tax-management infrastructure, we can help firms deliver that customization more efficiently across their businesses.”
The collaboration is designed to expand model portfolio solutions available to RIAs while giving advisors greater flexibility in how those model strategies are implemented for individual clients. Vestmark provides the underlying portfolio implementation, trading and tax-management infrastructure needed to support customization at scale.
The initiative builds on Vestmark’s growing role supporting customized portfolio delivery across the wealth management ecosystem. Vestmark currently supports six of the 10 largest managed account program providers, with its technology supporting more than $2 trillion in assets, more than 5.5 million investor accounts and more than 72,000 financial advisors.* Its capabilities span unified managed accounts, direct indexing, tax optimization, model portfolio delivery and fixed income management.
For more information, visit www.vestmark.com.
About Vestmark
For 25 years, Vestmark has been a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting more than $2 trillion in assets and more than 5.5 million investor accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.
Media Contact
vestmark@streetcredpr.com
Rob Farmer
415-377-3293
rob@streetcredpr.com
Adam Redling
440-773-9299
adam@streetcredpr.com
*Vestmark stats as of 9/30/2026
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WAKEFIELD, Mass. (November 5, 2026) — Vestmark, Inc., a leading provider of wealth management technology and services, today announced a strategic collaboration with First Trust Portfolios (First Trust), a provider of investment products and advisory services, to expand access to customized model portfolios for the registered investment advisor (RIA) marketplace.
Through the relationship, RIAs will be able to access a white-labeled, customizable experience for constructing and managing model portfolios using First Trust strategies. The collaboration combines First Trust’s investment capabilities with Vestmark’s portfolio implementation infrastructure, enabling advisors to tailor portfolios around individual client needs while managing them efficiently at scale.
The offering will initially support exchange-traded fund (ETF), mutual fund and interval fund strategies and leverage Vestmark capabilities including trading, tax-aware portfolio transitions and ongoing tax management. Implemented through the Vestmark Model Marketplace, these capabilities are designed to integrate First Trust strategies into advisor workflows while supporting scalable, tax-aware portfolio implementation.
“RIAs increasingly want access to the investment expertise of leading asset managers without giving up the flexibility to tailor portfolios around individual client needs,” said Rob Battista, EVP, Advisory Solutions at Vestmark. “By combining First Trust’s investment capabilities with Vestmark’s portfolio implementation and tax-management infrastructure, we can help firms deliver that customization more efficiently across their businesses.”
The collaboration is designed to expand model portfolio solutions available to RIAs while giving advisors greater flexibility in how those model strategies are implemented for individual clients. Vestmark provides the underlying portfolio implementation, trading and tax-management infrastructure needed to support customization at scale.
The initiative builds on Vestmark’s growing role supporting customized portfolio delivery across the wealth management ecosystem. Vestmark currently supports six of the 10 largest managed account program providers, with its technology supporting more than $2 trillion in assets, more than 5.5 million investor accounts and more than 72,000 financial advisors.* Its capabilities span unified managed accounts, direct indexing, tax optimization, model portfolio delivery and fixed income management.
For more information, visit www.vestmark.com.
Back to Press & Events
About Vestmark
For 25 years, Vestmark has been a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting more than $2 trillion in assets and more than 5.5 million investor accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.
Media Contact
vestmark@streetcredpr.com
Rob Farmer
415-377-3293
rob@streetcredpr.com
Adam Redling
440-773-9299
adam@streetcredpr.com
*Vestmark stats as of 9/30/2026