Vestmark
The portfolio management and accounting platform designed to help your firm capitalize on the broader wealth management opportunity.
Potential Benefits for Insurance Organizations
Run your advisory programs more efficiently today (consolidate them when you’re ready)
Eliminate costly legacy systems by running all your Broker-Dealer & RIA advisory 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/agent 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 households
Enhance your ability to 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. The VestmarkONE® platform 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.
What's your strategy?
Expand your agents' advice delivery capabilities? Acquire an(other) RIA? Invest in a robo? Use homegrown models or leverage an outsourced model marketplace?
Regardless which strategies you pursue, Vestmark offers a flexible, scalable software platform and outsourced services suite that can help your firm, your agents and advisors and their clients achieve success.
Innovative Software
Human, digital and hybrid... regardless of how and to whom your advisors and agents 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 organization.
