Vestmark
Solutions for: Bank Wealth
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
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.
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
Access a true open architecture marketplace, enabling simplicity, efficiency, and ease of access with a single-contract solution while eliminating the cost, operational due diligence, and administrative burden of maintaining your own marketplace. The Vestmark Manager Marketplace features 300 managers and 800 strategies, and with our streamlined onboarding process, can enable us to quickly add additional managers at your request.
Back Office Services
Outsourcing does not have to be an all-or-nothing business decision—we offer a modular approach and highly customizable solution. Our experienced team can help you tailor a solution across a range of operational functions including reconciliation, corporate actions, performance reporting, and account administration.
Introducing Vestmark VAST®
Vestmark VAST is an outsourced portfolio management solution delivering the power of personalized investing and individual tax management. From a consolidated dashboard, advisors construct personalized, multi-asset, tax-efficient portfolios. VAST handles administration and ongoing investment management and can provide tax management services, saving advisors time to focus on their clients. Those clients expect portfolios to be aligned with their values and investment preferences, and be designed to attain their unique goals. They also want to minimize tax liabilities and adapt their portfolio as market dynamics change, no matter the account size.
Personalized Portfolios
Enable advisors to implement personalized tax management strategies, accommodate unique objectives, and activate client-driven security or industry/sector screens utilizing index-based SMAs, actively managed SMAs, ETFs, mutual funds, and individual securities.
Focused Index Portfolios
Enable advisors to choose from an exclusive roster of index-based SMAs, developed by S&P Dow Jones Indices, to create a recommended asset allocation for each client’s portfolio. These portfolios typically have fewer holdings and lower minimum account sizes.
Innovating Wealth Technology
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.