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.
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.