Protect and grow household assets across multiple accounts and custodians
Unified Managed Household
Capture, manage, and oversee the entire breadth of the household wealth you manage across all of your accounts with VestmarkONE. Using the platform you can create a consolidated view of discretionary and non-discretionary accounts, brokerage accounts, retirement accounts, trust accounts, and held-away accounts to deliver holistic advice in line with household objectives. Define groups of accounts within a household for multi-level reporting. Construct personalized asset allocation policies to tightly monitor drift at the household and account group levels.
- View assets and report performance across all accounts in a household, including taxable, tax deferred, trusts, 529s, etc.
- Define asset allocation targets and monitor drift in real time at multiple levels of the client relationship
- Create “account groups” for each investment goal and support groupings with individual performance reports, billing, and statements