Vestmark

Scale

Easily support hundreds of thousands of households, investors and accounts with scale and security you'll never outgrow.

Efficiency

Eliminate the siloed legacy systems and inefficient processes that hinder your Trust, Advisor, Ops, Product, Investment and Compliance teams from delivering superior team-based client service.

Flexibility

Leverage a highly configurable platform that allows your bank to deliver multiple wealth management solutions in a manner that supports your specific roles and workflows.

Control

Highly configurable software and a la carte outsourced services let you (not your technology provider) choose what to insource and outsource.

VestmarkONE®

Potential Benefits for Bank Wealth Teams

Drive non-interest income and revenue growth

A single platform to help you efficiently and effectively drive all your bank's wealth management initiatives.

Get to the elusive 'single view' of your customer

The VestmarkONE® platform provides a single view and facilitates action across all client or household trust, brokerage and advisory accounts.

Enable real cost savings with outsourced services

Choose from an a la carte suite of services to tailor an outsourced middle and back office solution that's right for you.

Fully support your digital advice initiatives

With the VestmarkONE® platform, there's no need to bolt on another disconnected technology provider to power your robo or digital advice offering.

Own the customer experience

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.

Enable and accelerate your RIA acquisition / consolidation strategy

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.

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Innovative Software

Human, digital and hybrid... Gen Zs to UHNWIs... Brokerage or fee-based... Regardless of how and to whom you deliver advice, the VestmarkONE® platform lets you and your advisors tailor portfolios and can help you deliver better investor outcomes at scale.

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Outsourced Services

From model trading to a fully-outsourced back office (or anything in between), Vestmark will partner with you to craft and execute the outsourced solution that's right for your bank.

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Model Trading Service

Turnkey model implementation, management, trading, rebalancing, overlay management, and account administration. Tailor a partially- or fully-outsourced solution or let us get your home office overlay service up and running quickly.

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Vestmark Manager Marketplace™

Introduce an open architecture, single-contract solution while eliminating the cost, operational due diligence, and administrative burden of maintaining your own marketplace. Featuring 140 managers and 650 strategies, Vestmark Manager Marketplace™ offers a research portal, centralized billing and more - all while you maintain complete control over your unique menu of managers.

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Back Office Services

Outsourcing does not have to be an all-or-nothing business decision. Our experienced team can help you tailor a solution across a range of operational functions including reconciliation, corporate actions, performance reporting, and account administration.

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Innovating Wealth Technology