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Effortless Access to Tax-Optimized Investing

Website fact sheet hero transition onboarding 1200x610 04 2025
Vestmark Inc. Resources

Transitioning to VAST™ is simpler than you think.

Our streamlined, five-step onboarding process eliminates friction, with dedicated support at every turn. Vestmark VAST empowers RIAs to unlock the full potential of tax optimized investing—seamlessly, efficiently, and without disruption.

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©2025 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark, VAST, and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice.

Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.