Portfolio Management & Trading
Vestmark empowers firms with portfolio management and trading solutions, delivering accuracy, efficiency, and scale across accounts.
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A Trusted Platform for Wealth Firms
Your firm wins clients through personalized service and strong results. Vestmark helps you scale that success efficiently, helping to fuel growth and asset opportunities.
One Platform, Many Capabilities
Build around our portfolio management technology, or streamline and centralize select operational functions
Scalable Account Growth
We already serve millions of accounts across large-scale clients—with Vestmark, your capacity to scale has no limits
Flexible Oversight
Balance risk and autonomy through workflows, rules, and compliance monitoring
Unified Advisor Dashboard
A truly unified advisor dashboard lets advisors review, plan, and take action effortlessly—wowing clients and delivering on your promise
Access to Advisory Services
Seamless access to Vestmark’s Manager Marketplace, trading services, and tax transition capabilities add value for your team
Core Wealth Management Functions in One Suite
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.
Advisor Dashboards
A centralized, real-time view of an advisor’s book of business across account types, trading strategies, and service models, which ties seamlessly into our trading and rebalancing.
Prospecting & Proposals
Evaluate prospects and help attract their business with risk-aligned, multi-account investment proposals-built in minutes through an intuitive, customizable interface.
Account Management
From onboarding to ongoing maintenance and reconciliation, life event changes to tax optimization, and right through to wealth transitions—the entire journey is supported.
Risk & Compliance
With a single platform handling trade and accounting and a highly configurable compliance engine, Vestmark’s platform enables proactive compliance review and data retention automatically.
Reporting
Advisors can create personalized, firm-branded reports for clients with drag-and-drop simplicity, while the back office can tap into a wealth of aggregated data for firm-level insights.
Advanced Features and Experience
Assemble the right solution set from our core platform and overlaid capabilities.
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Industry Leading UMAs
Unlock the power of Unified Managed Accounts with sleeve-level control, reporting, and efficient multi-asset class support
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Household Rebalancing
Gain a complete client view with the ability to manage, monitor, report, and rebalance across accounts more tax-efficiently
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Support Alternatives and Fixed Income
Serve sophisticated and higher-net worth clients with a wide array of potential investments all under one roof for efficient advisor use
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Automation for Efficiency
Automate operational workflows to save time and increase productivity for both back-office support staff and front-line advisors
A solid foundation of technology and expertise.
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.
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