Vestmark

Scale

Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization.

Flexibility

Customize your implementation approach and turn the dials as needed to best suit your Broker-Dealer's unique needs and objectives.

Control

Innovative software and a la carte outsourced services that you (not your technology provider) fully control and configure.

Innovation

Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more.

VestmarkONE®

Potential Benefits for Broker-Dealers

Run all your advisory programs today (consolidate them when you’re ready)

Eliminate costly legacy systems by running all of your programs (UMA, SMA, Fund Wrap, Rep as PM... even your robo) on the VestmarkONE® platform. When you’re ready, consolidate them all onto our compelling unified managed account solution leveraging our patented UMA architecture and true sleeve-level, tax lot accounting.

Balance enterprise risk and advisor autonomy

Find the right middle ground between advisor autonomy and home office control. Turn the dials as needed to enforce portfolio construction, trading, compliance, and other workflow-related guidelines while providing degrees of flexibility your advisors need to succeed.

Easily support hundreds of thousands of accounts

Maximize operational efficiency by streamlining or completely outsourcing middle and back office functions. The VestmarkONE® platform's robust trading and rebalancing engine simplifies the delivery of highly-customized portfolio construction at scale.

Tailor a software and services bundle that’s right for you

With highly modular software components and an a la carte menu of outsourced services, it’s easy to tailor a solution that meets your specific business goals. Vestmark is the only platform that can be your behind-the-scenes trading engine, a fully-outsourced middle and back office–or anything in between in a modular way.

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"With the VestmarkONE® platform, we eliminated 16 different legacy systems across operations, compliance, investment management and reporting – and dramatically improved productivity across our entire organization."

Vestmark Client
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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.

VestmarkONE® for Broker-Dealers Brochure

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Outsourced Services

Focus on what you're good at; outsource the rest. 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 Broker-Dealer organization.

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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.

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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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Tech Stacked Against You?

Learn how the VestmarkONE® platform can improve the scale and efficiency of your portfolio management business.

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Broker-Dealer Resources

Innovating Wealth Technology