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