Vestmark
Solutions for: TAMPs
A multi-custody solution enabling scale, flexibility and powerful advisor tools and services to optimize your outsourced investment management offering.
Potential Benefits for TAMPs
Optimize the investment management process for the advisors using your platform
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.
Easily support hundreds of thousands of households and accounts
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.
Tailor a software and services bundle that’s right for your firm
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.
Offer tech tools and differentiated services to advisors using your platform
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.
Innovative Software
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.
Outsourced Services
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.
Introducing Vestmark VAST®
An enhanced suite of personalization capabilities and services that can be deployed in a flexible way to fit your business.
Develop a differentiated value proposition that will help you stand-out in a crowded marketplace. You can equip advisors with tools and resources that enable them to provide a truly personalized client experience, including custom tax managed portfolios aligned to their clients’ unique goals and values, all while saving them time, that can be redeployed to spend with clients and grow the business. VAST can be implemented quickly and easily, at little or no cost to your firm.
Personalized Investing at Scale™
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.