Rep as Advisor

Manage your book of business with greater efficiency and accuracy

Provide enhanced services in line with your investors' evolving needs. VestmarkONE enables you to construct investor-based portfolios, incorporate asset allocation decisions and compliance rules, and streamline workflow through advanced portfolio management and trading tools. Spend more time growing your client relationships and less time administering disparate systems and product silos with a single, unified platform.

Key Benefits:

  • Evaluate portfolios nightly and activate alerts with an audit trail to guard against reverse churn
  • Generate trades across your book of business and ensure compliance for non-discretionary accounts with our robust workflow
  • Identify and manage high-priority account alerts using targeted workflows and alerts
  • Trade multiple or individual positions through a comprehensive set of order generation tools