RIAs


Leading RIAs: Taking You to the Next Level
As RIAs reach their next growth milestone, old tech may hit its limit. Vestmark has an RIA platform and tools to support the next phase—and the one after that.
- Intuitive advisor dashboard: Built for faster outcomes
- A partner who keeps pace: You won’t outgrow us.
- Tax management: Easily optimize across asset types.
- AI enhancements: Speed up tasks and surface insights.

Growing through acquisition? Our Tech Stack Unites
In addition to supporting the business of RIAs, acquiring firms have unique needs as a central support system for growing and newly acquired firms.
- Standardization made simple: One unified tech stack.
- Onboarding efficiency: Bring new RIAs in smoothly.
- Unlock firm value: Boost efficiency and revenue potential.
- Evolve as you grow: Expand offerings as needed.
Built Around Your Needs
Scale
Our RIA platform is ideal for $5 billion-plus AUM and easily manages much more
Simplicity
A powerful but streamlined advisor dashboard puts data where it’s needed
Time Savings
Automate operational workflows so advisors can focus on relationships
Options
Our Manager Marketplace lets advisors pick from thousands of top strategies
Efficiency
Eliminate redundancies and connect teams—Ops, Product, Compliance, and Investment
Flexibility
Configure your implementation and set rules to suit your unique approach
Your Needs, Our Solutions

Advisor Suite
Our intuitive advisor technology delivers comprehensive capabilities—including proposal generation, reporting, and trading & rebalancing—to streamline client service and drive efficiency

Investment Advisory
Outsourced, tax-aware investment management efficiently extends the capabilities of firms and advisors