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.
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.
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.
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.
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.