Vestmark

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’ 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.

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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 business? We've got you covered there too.

Model Delivery Service

Let us help scale your model distribution by handling the process of communicating your investment models and portfolio changes to the models on your behalf. Simplify model delivery and offload the burdensome operational process of model updates while retaining control of contracts and relationships with each distributor.

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.

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