Make SMAs and Direct Indexing Part of Your Advisor Toolkit

By Vestmark Inc., Resources

VAST SM As DI Advisor Toolkit Hero

Since the creation of SMAs and direct indexes, the complexity and expense of their management, especially at scale, has created roadblocks for advisors and their clients. Today, Vestmark has lifted the roadblocks and built a highway: VAST. Through VAST, Vestmark automatically manages the complexities of back-office management while investors enjoy tax-advantaged portfolio management and advisors focus on what they do best – serving their clients and growing their businesses.

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By Vestmark Inc., Resources