Solutions for: Asset Managers

Are you looking for ways to grow your business by increasing profitability, scale, and efficiency, all while differentiating yourself? The Vestmark Asset Manager Platform makes personalized, multi-asset portfolios easy, to help you drive revenue faster, improve productivity, and reach new audiences.

Launch Products Faster

Grow your AUM by introducing new products or enhancing your current product offering with Vestmark’s sophisticated wealth management technology platform that enables customization and tax management at scale.

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Expand Distribution

Grow your AUM by accessing new or increased distribution channels. Vestmark has deep relationships with major sponsor and custodian firms, enabling you to increase your distribution reach and access new channels.

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Enhance Operations

Improve your profitability, scale, and efficiency with a new or enhanced operating model. Vestmark's platform is a highly robust trading and rebalancing engine integrated with major distribution firms with proven scale to support volume spikes and future growth.

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Potential Benefits for Asset Managers

More Control

With a centralized hub and connectivity to all major distribution partners, Vestmark covers both sides of the distribution equation. Select a technology partner who can leverage an experienced team and 20 years of experience in implementations to design a solution that optimizes your business’s secret sauce with quick time to market.

More Flexibility

With highly modular software components and an `a la carte menu of outsourced services, it’s easy to tailor a solution that meets your specific business goals. We can support your manager-traded and model-based SMA business. It’s as simple as sending us a model and letting us do the rest or designing a solution that enables as much involvement as makes sense for your business.

Sophistication & Customization with Scale

Vestmark's robust trading and rebalancing engine simplifies and streamlines the delivery of your investment ideas, making changes across all accounts in a tax-aware manner in just minutes. Vestmark offers full support or retail fixed income solutions, enables you to offer personalized portfolios, direct and customized indexing, and supports seamless integration with optimizers.

Manage Risk

Vestmark's platform enables a single pane of glass experience, providing a hub in which to manage your entire business. Centrally manage, trade, and track your accounts, including performance calculations and composite management across multiple sponsor programs and relationships, helping to minimize risk by improving operational efficiency. Additionally, offload operational risk with the option to outsource with a 100% onshore business model and an experienced team.


Much more than software: Outsourced services

Outsourcing doesn't have to be an all-or-nothing business decision. Our experienced team can help tailor a solution across a range of operational functions including reconciliation, corporate actions, performance administration and composite management, order generation, billing, account administration, print fulfillment, mailing, and more.

Vestmark for Asset Managers Brochure

Model Trading Service

Let us support you with our model trading service and help simplify and offload the burdensome operational processes of model management. Vestmark can tailor a partially or fully outsourced solution.

Vestmark Manager Marketplace

Solve the distribution dilemma for your firm by connecting with sponsors across the wealth management landscape. Vestmark Manager Marketplace offers a single contract, centralized billing, transparency into asset flow and usage data, and the ability to publish materials and manage your online profiles on the research portal used by sponsor firms.

Tax Managed SM As Fact Sheet 1570x944

Grow your Assets Under Management with New Tax Managed Strategies

Vestmark Advisory Solutions (VAS) offers tax-managed services to help amplify the growth of your investment business. Bring successful strategies, whether offered as institutional, SMA, ETF, or mutual funds, to market quickly in an enhanced, tax-managed way, without significant up- front investment or internal development. You can offer increased customization, expand tax management capabilities, and potentially add tax alpha to investment returns, all without paying a program fee or creating significant ongoing demand on internal resources.

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Grow Your Business Today