Vestmark VAST®

By Vestmark Inc., Resources

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Retail clients have historically looked to financial advisors for personalized investment and tax strategies. They expect their advisor to construct a portfolio that is aligned with their values and investment preferences and designed to attain their unique goals. And, regardless of the size of their account, they want to minimize tax liabilities and adapt their portfolio as market dynamics change.

These are all reasonable expectations. But the fact is, many advisors may lack the time, resources and technology to execute on them individually for each client account.

Vestmark VAST® changes that.

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By Vestmark Inc., Resources