How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management

By Think Advisor, in Partnership with Vestmark Inc.

Vestmark Video Innovation to Help Advisors With Tax and Portfolio Management 2880x1000

Vestmark's SVP of Direct Indexing, David Gordon, discusses how the company's VAST platform shows how innovation helps in the financial sector.

As part of the Luminaries Class of 2023, Vestmark is being recognized in the category of Financial and Investment Innovation.

As Senior Vice President for Direct Indexing, David Gordon helps the company connect its technology to the financial advisor community. Through these innovations, Vestmark looks to reduce some of the challenges advisors face, including issues like tax and portfolio management as well as offering new ways to help clients.

In this podcast, Gordon discusses the release earlier this year of Vestmark's VAST platform and other topics, including:

  • Why there is still plenty of room for innovation in the financial services industry that can help advisors.
  • Best practices for advisors when they want to adopt newer technologies.
  • How innovations such as VAST can help save time and allow advisors more time to focus on clients' needs.

To hear more of this conversation between David Gordon and moderator Roger Wohlner, press play below.

On June 6, 2023, Vestmark was named in the Class of 2023 in ThinkAdvisor’s LUMINARIES Awards in the Fintech/TAMP Platform category within the Financial and Investment Innovation category. Award winners will be announced in New York, NY on November 28, 2023. View all Class of 2023 members here: Read about the awards categories and criteria here:

There is no assurance that a separately managed account (“SMA”) will achieve its investment objective. SMAs are subject to market risk, which is the possibility that the market values of the securities in an account will decline and that the value of the securities may therefore be less than what you paid for them.

There is no assurance that investment products based upon indices will accurately track index performance or provide positive investment returns. Inclusion of a security within an index is not a recommendation by VAS to buy, sell, or hold such security, nor is it considered to be investment advice. Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses due to various factors. Market conditions may limit the ability to generate tax losses. Tax-loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit. Also, a tax-managed strategy may cause a client portfolio to hold a security in order to achieve more favorable tax treatment or to sell a security in order to create tax losses. Prospective investors should consult with a tax or legal advisor before making any investment decision.

By Think Advisor, in Partnership with Vestmark Inc.