For many advisors, the idea of switching platforms, especially one as critical as your tax optimization or investment management system, can feel like climbing a mountain. Paperwork. Disruption. Uncertainty. We get it.
But here’s the truth: transitioning to a modern, tax-optimized investment platform like Vestmark VAST® isn’t the operational burden you might expect. In fact, we’ve purpose-built the onboarding process to be simple, streamlined, and fully supported—so you can start delivering tax-optimized, personalized portfolios faster than you thought possible.
The Myth of the “Heavy Lift”
Let’s start with a misconception: that moving to a new solution is a major operational burden. For advisors already stretched thin, the fear of disrupting daily operations is understandable.
But with VAST, the onboarding process is designed to minimize lift and maximize speed. Here’s how:
- One Sub-Advisory Agreement. That’s It. No client repapering required.
- No Need to Ditch Existing Tools. You can keep your current performance reporting system or use ours.
- Bring Your Own Models. VAST supports your custom investment strategies or offers access to 220+ managers and 1,300+ third-party models.
This isn’t just a smoother transition; it’s a smarter one.
The Five-Step Journey to Go-Live (and Tax Alpha)
Our approach is structured, intuitive, and tailored to your needs. Here’s what it looks like:
- Kick-Off & Setup: Sign the agreement, meet your onboarding team, and access your white-labeled VAST portal.
- Build Your Investment Experience: Assign logins, configure roles, and populate the platform with your chosen models – whether they’re yours or from our extensive library.
- Transition Analysis & Funding: Determine the funding method, customize the client tax experience, and evaluate three scenarios to identify the one most aligned with the client’s needs.
- Account Linking: Assign Vestmark VAST as manager via a growing list of custodians like Fidelity and Schwab and we’ll link and prepare everything for portfolio management.
- Go-Live & Optimization: Portfolios go live under the VAST Portfolio Management Team, with daily tax-loss harvesting review and performance monitoring starting immediately.
And yes, most firms are fully up and running in just one week.
Your Clients Deserve Tax-Efficient Personalization. You Deserve an Easy Way to Deliver It.
Advisors today are facing rising client expectations, increasing regulatory pressure, and heightened competition. Delivering value, especially in the form of tax-smart, customized portfolios, is no longer a nice-to-have, it’s table stakes.
With VAST, you’re not just onboarding a new solution. You’re future-proofing your practice with:
- Daily optimization and tax-loss harvesting
- Custom transition strategies per account
- Integration with your existing tech stack and reporting provider
- Ongoing support from your responsive Vestmark team
Your Transition Doesn’t Have to Be a Tradeoff. Let’s Talk.
The “heavy lift” of transition is a myth. When done right, the reality is that onboarding can be an accelerant, not an obstacle. With VAST, you get institutional-grade capabilities without the institutional headaches. And once you’re onboarded, the benefits of tax optimization, scalable personalization, and operational ease start compounding.
Book a demo today and see how easy transitioning to VAST can be.
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