A single platform to help you efficiently and effectively drive all your bank's wealth management initiatives.
The VestmarkONE® platform provides a single view and facilitates action across all client or household trust, brokerage and advisory accounts.
Choose from an a la carte suite of services to tailor an outsourced middle and back office solution that's right for you.
With the VestmarkONE® platform, there's no need to bolt on another disconnected technology provider to power your robo or digital advice offering.
Use the VestmarkONE® platform's client-facing tools or continue to own the user and customer experience with the VestmarkONE® platform's engine powering everything behind the scenes.
With deep experience helping independent Broker-Dealers and RIAs grow and scale, you can confidently leverage the VestmarkONE® platform to help successfully execute your bank's RIA strategy.
Regardless of how and to whom you deliver advice, the VestmarkONE® platform is a super-charged UMA engine with sleeve level accounting, that is highly configurable to enable you to manage your business as it is today, more efficiently – whether that be a single-sleeve SMA, Funds, Rep as PM, or all sleeves managed in a single account. The VestmarkONE platform can be as simplistic or customizable as your current business needs require with the scale and flexibility to help you grow. With configuration support, that can be as prescriptive or flexible as you need, to help you find the solution that is right for your practice, Vestmark enables you to tailor portfolios that can help you deliver better investor outcomes at scale.
S&P Focused Indices are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by Vestmark, Inc. and its affiliates (collectively, “Vestmark”). Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by and Vestmark. VAST Focused Index Portfolios are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P Focused Indices.