Forrester interviewed four national broker-dealers who leverage the VestmarkONE platform for their managed account programs and combined the results to create a composite organization. Based on these interviews, the study details the key benefits these firms have realized through the adoption of VestmarkONE. The study presents a financial analysis of business benefits such as incremental AUM growth and advisor time savings, as well as cost savings in areas of operations and technology. Read the study in full for all of the details and to understand how this could apply to your business.

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