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Vestmark Proposal Generation

Drive New Asset Growth and Demonstrate Value

Develop highly personalized, multi-account proposals for new or existing clients in minutes.

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Simplify the proposal generation process with an intuitive interface and step-by-step guidance.

Get a holistic view of clients’ portfolios by running multi-account proposals in minutes.

Create a cohesive brand experience with customizable white label capabilities including colors and logos.

Filter investment vehicles and products by risk to develop proposals that align with clients’ risk tolerance.

Generate Highly Customized Proposals In a Few Simple Steps

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See How it Works

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Take Advantage of Proposal Generation Right from the Vestmark Platform

Vestmark’s Proposal Generation system is integrated with Vestmark's portfolio trading and construction engine. Get up and running quickly with a turnkey workflow from investor profile to account opening to ongoing portfolio management.

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100 Quannapowitt Pkwy
Suite 205
Wakefield, MA 01880
Cambridge
One Kendall Square
Building 200
Cambridge, MA 02139
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781-224-3640

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©2025 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark, VAST, and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice.

Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.