Vestmark

Solutions for: RIAs

Whether you’re closing in on your first $100 million or rolling up billion-dollar RIAs, 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 Ops, Product, Compliance and Investment teams.

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

Human, digital and hybrid... Funds, SMAs and UMAs... Gen Zs, Millenials and UHNWIs... 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 RIAs Brochure

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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 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 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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Innovating Wealth Technology