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Continuously Identify What Matters and Act With Confidence

Experience insight to action in a single workflow. Pulse is a first-of-its-kind AI intelligence solution that continuously monitors portfolios, market news and events, regulatory filings, and client CRM data. It surfaces suggested actions and helps users act within the Vestmark platform with speed, context, and control.

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Mobile dashboard showing AI alerts, market summary, and priority actions to help advisors identify key signals and act quickly across portfolios.

See Pulse in Action

See how Pulse continuously monitors for what matters, surfaces the next best action, and helps wealth managers and their teams move directly into action within the Vestmark platform.

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Why Pulse is Different

Vestmark Pulse

Pulse does more than identify issues and generate summaries. It helps users act on what matters within the same platform where portfolios and workflows are managed, helping firms deliver more personalized, proactive client engagement.

  • Continuous Monitoring

    Pulse works continuously in the background across portfolios, holdings, market activity, regulatory filings, and client-specific data to identify what needs attention as it happens. 

  • Contextual Judgment

    Pulse does not treat every client the same. It applies intelligence before action, helping users evaluate what matters in the context of the client and the portfolio and choose the most appropriate next step for each relationship. 

  • In-Platform Execution

    Users can review suggestions and act directly within Vestmark workflows, from rebalancing and withdrawals to trade execution and personalized client outreach. 

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Examples of Pulse in Action

Pulse supports a broad and growing range of use cases designed to help firms monitor portfolios, surface opportunities, and drive timely action. Examples include:

AI detects market signals across multiple client households and highlights time-sensitive opportunities requiring advisor action. AI-generated client insight highlighting a life event trigger, prompting timely advisor outreach. AI alert identifying tax-loss harvesting opportunity with contextual insights and suggested actions. Client portfolio view with performance trends and alerts highlighting drift and opportunities for rebalancing. Mobile alert showing compliance checks and trade approval steps, enabling advisors to act quickly with confidence.
Morning Brief

A personalized daily digest that analyzes overnight market movements across client portfolios, prioritizes actions, and flags upcoming deadlines and planning opportunities.

Proactive Client Outreach

Pulse identifies clients affected by market events and those most likely to be impacted, then generates personalized talking points, suggested messaging, and advisor-ready outreach workflows for approval.

Continuous Portfolio Management

Monitors each account's holdings against market movements and news, then surfaces trade suggestions informed by client-specific restrictions and tax considerations.

Meeting Preparation

Pulse delivers a client snapshot including allocation, portfolio performance, attribution, liquidity needs, and suggested talking points formatted for immediate use ahead of client interactions.

Compliance Pre-Flight

Screens every trade suggestion and client communication against investment policy statements (IPS) constraints, concentration limits, and regulatory requirements before execution. Designed with a human-in-the-loop model, Pulse supports pre-trade compliance workflows while the wealth manager retains full control and execution authority.

Built on the Vestmark Platform

Pulse is built on the same platform infrastructure Vestmark uses to support portfolio management, rebalancing, trading, and reporting at enterprise scale. Built on a foundation that understands positions, restrictions, tax lots, and workflows, Pulse can do more than summarize information. It helps users move from suggestion to action within the Vestmark platform.

  • $2T+ Assets Supported

    Trusted by leading wealth firms to support over $2T in assets, delivering the scale, stability, and performance required for complex portfolios.

  • 5M+ Accounts

    Built to support more than 5M accounts with precision, enabling firms to deliver personalized strategies at scale without added complexity.

  • Enterprise-ready Infrastructure

    Engineered for reliability, scalability, and security, supporting complex workflows across portfolios, accounts, and enterprise teams.

  • Human-in-the-loop Control

    Designed to keep users in control, combining automation with oversight to support accuracy, flexibility, and confidence at every step.

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.