Support a whole range of investment solution types – from simple fund/ETF wrap to UMA and even Rep as PM types of programs – enabling you to efficiently offer sophisticated portfolio management (fixed income, SMAs, option strategies) for all of a financial advisor’s clients, even the smallest households, or enable them to tailor a range of solutions to client objectives.
The VestmarkONE® platform’s robust trading and rebalancing engine – that seamlessly works across all major custodians – simplifies the construction and delivery of customized portfolios in a highly efficient and scalable way, supporting your business today and your growth plans for tomorrow.
With highly modular software and an a la carte menu of outsourced services, implement the tools your platform needs to enable advisors to manage client relationships and efficiently tap into your workflow. Outsourced services can help to create additional scale for you and added services for the advisors that work with you.
Provide tech tools via a fully integrated platform; from proposal generation through to billing, performance reporting, and a client portal, all with the transparency to enable advisors to continue to control client their relationships. Enable services such as tax-efficient trading and rebalancing, tax-harvesting, automated notifications, compliance monitoring capabilities, and more.
Human, digital and hybrid... Brokerage or fee-based... Regardless of how your platform helps advisors deliver advice, the VestmarkONE® platform enables you to offer customized portfolio management, at scale, and can help advisors deliver better investor outcomes for their clients.
Whether you choose to leverage our model marketplace, model trading, fully outsourced back office (or anything in between), Vestmark will partner with your platform to tailor a software and services bundle that’s right for your firm.
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