Vestmark

Solutions for: RIAs

As a sophisticated RIA looking for a customizable solution to outsource middle- and back- office functions, Vestmark offers a suite of technology and outsourced services designed to meet your unique needs.

Scale

Easily support hundreds of thousands of households, investors and accounts with scale and security you'll never outgrow.

Efficiency

Eliminate costly legacy systems and inefficient processes that hinder your productivity and consume resources.

Flexibility

Customize your implementation and turn the dials as needed to best suit your RIA's unique needs and objectives.

Control

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

VestmarkONE®

Potential Benefits for RIAs

A platform you’ll never outgrow

As your RIA grows, you’ll never have to worry about Vestmark’s ability to grow with you. The VestmarkONE® platform's robust trading, rebalancing and accounting engine simplifies the construction and management of highly customized portfolios at scale.

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

Your RIA's business and value proposition are unique. So why settle for rigid systems and workflows? 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.

A flexible approach to integrations

With Vestmark’s robust trading and custody network and ever-expanding API library, you can leverage your other technology investments across CRM, financial planning, account aggregation, digital onboarding, and more.

Independent and focused (like you)

The VestmarkONE® platform was built from the ground up to help your RIA deliver better outcomes for clients. We're not a collection of disconnected software companies, we don't force you into rigid ecosystems and workflows, and we'll never stand in between you and your clients.

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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.

VestmarkONE® for RIAs Brochure

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Outsourced Services

From model trading to a fully outsourced back office (or anything in between), Vestmark has a modular and customizable approach to partner with you to craft and execute the outsourced solution that's right for your RIA.

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 overlay service up and running quickly.

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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, preferred managers at your request.

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Custom Back Office Outsourcing

Outsourcing does not have to be an all-or-nothing business decision. We offer a modular approach and highly customizable solution with an experienced team to help you tailor a solution across a range of operational functions including reconciliation, corporate actions, performance reporting, and account administration.

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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.

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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.

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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.