A multi-custody solution enabling scale, flexibility and powerful advisor tools and services to optimize your outsourced investment management offering.
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.
Vestmark VAST is an outsourced portfolio management solution delivering the power of personalized investing and individual tax management. From a consolidated dashboard, advisors construct personalized, multi-asset, tax-efficient portfolios. VAST handles administration and ongoing investment management and can provide tax management services, saving advisors time to focus on their clients. Those clients expect portfolios to be aligned with their values and investment preferences, and be designed to attain their unique goals. They also want to minimize tax liabilities and adapt their portfolio as market dynamics change, no matter the account size.
Enable advisors to implement personalized tax management strategies, accommodate unique objectives, and activate client-driven security or industry/sector screens utilizing index-based SMAs, actively managed SMAs, ETFs, mutual funds, and individual securities.
Enable advisors to choose from an exclusive roster of index-based SMAs, developed by S&P Dow Jones Indices, to create a recommended asset allocation for each client’s portfolio. These portfolios typically have fewer holdings and lower minimum account sizes.
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.