Advisor Suite
Our advisor technology unites tools and data on one intuitive dashboard, empowering advisors at RIAs and wealth firms.
Do More, Faster, Better
Advisors can unleash their potential and insights with next-generation advisor technology built to offer real world benefits today.
Power of Integration
Helping match top advisors to 2,300+ strategies from 260+ of the best asset managers
Smart Automation
Our AI Advisor Assistant handles the busywork, letting advisors focus on what matters most: stronger client connections
Work Seamlessly
A truly unified advisor dashboard lets you review, plan, and take action
Save Time
Provide tailored advice at scale—saving hours while ensuring every client gets the high-touch experience they deserve, even as your business expands
Access to Advisory Services
Seamless access to Vestmark’s Model Marketplace, trading services, and tax transition capabilities add value for advisors
Essential Solutions at Your Fingertips
Dashboards
A centralized, real-time view of an advisor’s book of business across account types, trading strategies, and service models.
Proposal Generation
An intuitive, customizable solution to build risk-aligned, multi-account investment proposals in minutes.
Reporting
Advisors can create personalized, firm-branded reports with drag-and-drop simplicity.
Trading & Rebalancing
Trading, rebalancing, overlay portfolio management, cash management, managing custom portfolios, options strategies, and more, all accomplished at scale in a tax-aware manner.
Household Management
Get a fuller picture of client’s true situation with the ability to manage, monitor, report, and rebalance across accounts in a personalized, tax-efficient manner.
Advisor AI Assistant
The AI Advisor Assistant helps you build stronger client relationships by providing accurate and timely insights.
Your Workflows In One Unified View
See how top firms unify trading, reporting, and proposals to scale with Vestmark.
Advanced Features and Experience
By assembling the right solution set from our core platform and overlaid capabilities.
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Client Satisfaction Made Easy
Wow clients with personalized recommendations, detailed reporting, and insightful answers — all through one system
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Our Own Model Marketplace
Helping match top advisors to 2,300+ strategies from 260+ of the best asset managers through a single contract
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Industry Leading UMAs
Realize the full potential of Unified Managed Accounts supporting many asset classes including fixed income and alts
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Fee Flexibility & Seamless Integration
Our fee transparency and white label services let you structure and deliver offerings your way
You know where you want to go. We help you get there.
Vestmark is your partner in growth. We bring insights and problem-solving expertise gained from serving some of the largest wealth firms and adapt them to meet your needs.
Frequently Asked Questions (FAQ)
What is included in Vestmark Advisor Suite?
Vestmark Advisor Suite unites tools and data on one intuitive dashboard for advisors at RIAs and wealth firms. It includes dashboards, proposal generation, reporting, trading and rebalancing, household management and the Advisor AI Assistant. It also provides access to Vestmark's Model Marketplace, trading services and tax transition capabilities.
How does Vestmark Advisor Suite connect to other systems a firm already uses?
Vestmark's open architecture and robust API connectivity support integration with existing CRM, custodial and reporting systems without requiring a full technology replacement. Within Advisor Suite, a unified dashboard connects portfolio monitoring, proposals, trading and reporting, eliminating manual data transfers between tools.
Which advisor workflows does Vestmark Advisor Suite cover?
A unified advisor dashboard lets advisors review, plan and take action. Advisor Suite covers a centralized, real-time view of an advisor's book of business across account types, trading strategies and service models; risk-aligned, multi-account investment proposals built in minutes; personalized, firm-branded reporting; trading and rebalancing; and household management across accounts in a personalized, tax-efficient manner. With the Advisor AI Assistant, advisors can use natural language to ask questions about the platform, generate proposals, or find information about a household, account or model.
What features should an advisor technology suite include?
Vestmark's evaluation criteria call for a unified advisor dashboard that connects portfolio monitoring, proposals, trading and reporting without requiring separate logins or manual data transfers. Vestmark Advisor Suite includes dashboards, proposal generation, reporting, trading and rebalancing, household management and the Advisor AI Assistant.
When should an advisory firm consolidate tools into one suite rather than use separate point solutions?
At smaller scales, many portfolio management processes can be managed manually, but as firms expand, operational friction begins to emerge. Firms that rely on disconnected tools often encounter inconsistent implementation, data discrepancies, reporting challenges, manual operational work and difficulty scaling efficiently. Vestmark Advisor Suite connects portfolio monitoring, proposals, trading and reporting in a unified dashboard, eliminating manual data transfers between tools.
How should firms assess integration quality across advisor tools?
Vestmark's guidance is that strong integration helps ensure data remains aligned across custodians, CRM systems, reporting tools and portfolio workflows. For multi-custodian support, its evaluation criteria call for direct integration with primary custodians, including real-time or near real-time position and transaction data, not batch-only feeds. For advisor-facing tools, they call for a unified dashboard that connects portfolio monitoring, proposals, trading and reporting without requiring separate logins or manual data transfers.
For illustrative purposes only. The data displayed is not representative of an actual client portfolio.
Vestmark's artificial intelligence (“AI”) tools are employed to support certain operational and administrative functions and operate within defined system parameters and have not been designed to offer recommendations as to the value of securities or other investments or as to the advisability of investing in, purchasing, or selling securities or other investments. They do not participate in investment decision-making, portfolio construction, or securities selection. While AI technologies are intended to enhance efficiency and consistency, outputs generated by AI tools may be based on limited, pre-configured, or incorrect inputs, which could result in incomplete or inaccurate information if not properly reviewed, and are not and should not, in any instance, be construed to be providing investment recommendations.