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Type: Fact Sheets

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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