Vestmark

Scale

Seamlessly support thousands of advisors and hundreds of thousands of households and accounts with the scale and security you’ll never outgrow.

Efficiency

Create scale and efficiency to operate your platform, eliminating costly legacy systems and cumbersome processes for your investment, operations, trading, and compliance teams.

Flexibility

Customize the implementation of software and services to fit your unique business needs and enable you to offer a flexible outsourced investment management platform to advisors.

Control

Innovative software and an a la carte suite of outsourced services that you (not your technology provider) fully configure and control.

VestmarkONE

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_Tech_1570x944

Innovative Software

Human, digital and hybrid...Gen Zs to UHNWIs...Brokerage or fee-based...Regardless of how your platform helps advisors deliver advice, the VestmarkONE® platform enables you to scalably offer customized portfolio management and can help advisors deliver better investor outcomes for their clients.

Explore The VestmarkONE® Platform

Outsourced_Services_1570x944

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. 

Back Office Services

Model Trading Service

Vestmark Manager Marketplace™

Innovating Wealth Technology