Vestmark

Scale

Easily support hundreds of thousands of advisors, households 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 approach and turn the dials as needed to best suit your TAMP'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 TAMPs

Fulfill the needs of your enterprise and the advisors using your services

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 and accounts

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.

Run all your advisory programs today (consolidate them when you’re ready)

Eliminate costly legacy systems by running all of your programs (UMA, SMA, Fund Wrap, Rep as PM... even your robo) on the 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.

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.

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Innovative Software

Human, digital and hybrid... Gen Zs to UHNWIs... Brokerage or fee-based... Regardless of how your TAMP helps advisors deliver advice, the VestmarkONE® Platform lets you and your advisors tailor portfolios and can help you deliver better investor outcomes at scale.

Explore The VestmarkONE® Platform

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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 Broker-Dealer organization.

Back Office Services

Model Trading Service

Vestmark Manager Marketplace™

Innovating Wealth Technology