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Advisor Suite

Our advisor technology unites tools and data on one intuitive dashboard, empowering advisors at RIAs and wealth firms.

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Vestmark advisor dashboard showing book summary, top holdings, top households, and investor household totals.

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 1400+ strategies from 225+ of the best asset managers

Advisor working at desk with dashboard showing generate trades option and total accounts count.
Vestmark AI Advisor Assistant tool comparing Smith household proposals by assets under management, risk level, and fees.

Smart Automation

Our AI Advisor Assistant handles the busywork, letting advisors focus on what matters most: stronger client connections

Today’s action items list highlighting high cash drift, withdrawal requests, and withdrawals taken.

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

Proposed account risk dashboard showing client risk, current account risk, and growth targets with option to generate proposal.

Access to Advisory Services

Seamless access to Vestmark’s Manager Marketplace, trading services, and tax transition capabilities add value for advisors

Essential Solutions at Your Fingertips

Vestmark advisor dashboard showing book summary, top households, and top holdings with assets under management. Vestmark proposal generation dashboard confirming investment proposal successfully created for Jim and Mary Smith. Vestmark reporting dashboard displaying a quarterly performance report preview with account and performance details. Vestmark trading and rebalancing dashboard with drift status table and donut chart of assigned strategies. Vestmark household management dashboard showing client portfolios, annualized performance, and account group details. Vestmark AI Advisor Assistant comparing household proposals by AUM, target risk, and estimated annual fees for a user.
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.

Who We Serve

Optimized for Advisors Everywhere

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

  • Our Own Manager Marketplace

    Helping match top advisors to 1400+ strategies from 220+ of the best asset managers through a single contract

  • Industry Leading UMAs

    Realize the full potential of Unified Managed Accounts supporting many asset classes including fixed income and alts

  • Fee Flexibility & Seamless Integration

    Our fee transparency and white label services let you structure and deliver offerings your way

Solutions

Your Needs, Our Solutions