Vestmark
Tightly integrated with your trust accounting system and custodial partners, the VestmarkONE® platform is the unified, multi-custodial portfolio management, accounting & reporting solution for your trust, agency, brokerage and RIA assets.
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.
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.
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.
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.
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.
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.
