Let us show you how Vestmark solutions can help your firm build scale and efficiency, help you and your advisors improve investor outcomes, support your strategic vision, and solve your unique business challenges.
The VestmarkONE® platform powers the full workflow of profiling a prospect, constructing a portfolio and generating a proposal tailored for that investor, opening an account, managing/trading/rebalancing a client portfolio, reporting and billing on an account or household…. all in an efficient, tax-sensitive way that even allows for scalable customization.
Vestmark tracks the cadence of the industry rhythm to stay ahead of the beat. One of the best ways we do this is through active participation in the wealth management industry conference circuit.
Here are a few of our favorite annual events that we think can help you stay on top of industry trends that may impact your business. If you plan to attend one of these events and would like to schedule a meeting, please send us an email. We hope to meet you in person!
FSI OneVoice FSI OneVoice is the annual gathering for broker-dealer, home office executives, with education sessions designed for executives and managers of member firms.
When: Jan. 23-25, 2017 Where: San Francisco, CA
Vestmark Staff: At OneVoice 2017, Rob Klapprodt, President of Vestmark, moderated a panel discussion, “Growing Your Business in the New DOL Fiduciary Environment.”
TD Ameritrade’s National LINC (Learn. Inspire. Network. Collaborate) is the conference for Registered Investment Advisors to learn, network, and collaborate with fellow problem-solvers within the industry.
When: Feb. 1-4, 2017 Where: San Diego, CA
Vestmark Staff: Vestmark sponsored and hosted a booth during this event.
ABA Wealth Management and Trust Conference ABA Wealth Management and Trust Conference is a one-of-a-kind event focused on the future of your business and how to capitalize on fintech and regulatory changes and the range of dynamics influencing advice delivery.
When: Feb. 22-24, 2017 Where: New Orleans, LA
Vestmark Staff: Vestmark will sponsor and exhibit at a booth during this event.
Morningstar Investment Conference The annual Morningstar Investment Conference brings together top industry professionals to discuss the latest movements in financial advice delivery, and how these new ideas can be put into practice.
When: April 26-28, 2017 Where: Chicago, IL
Vestmark Staff: Vestmark will host a kiosk during this event. Stop by to meet David Littleton, Managing Director of Advisory Solutions, and Alexander Morris, Managing Director of Advisory Solutions.
SIFMA OPS 2017 The 44th annual SIFMA Operations Conference and Exhibition focuses on top operation priorities, including: information technology, risk management, legal and compliance, and clearance and settlement.
When: May 8-11, 2017 Where: Boca Raton, FL
Vestmark Staff: Vestmark will sponsor and host a booth during this event. Stop by to say hello to Wayne Gilpin.
The 2017 MMI Annual Conference focuses on the future of financial advice and how we propel the wealth management industry forward.
When: Oct. 2-4, 2017 Where: Chicago, IL
Vestmark Staff: Vestmark will sponsor a booth and Rob Klapprot will moderate a panel discussion, “Operating in a Post-DOL World,” which will feature insight from Todd Cipperman, Managing Principal at Cipperman Compliance Services, Alastair McKibbin, Managing Director at State Street Global Advisors, Tom O’Shea, Associate Director at Cerulli Associates, and John Shield, Managing Director at CFGI.