Execute the right mix of digital and human advice with a technology partner that has the domain expertise to define and create a highly client-centric model
Empowering Digitally Augmented Advisors
The VestmarkONE Robo Solution is a comprehensive platform that enables wealth management organizations to leverage the most effective aspects of human and automated advice delivery.
- Manage the platform alongside mutual fund advisory, ETF advisory, separately managed accounts (SMAs),unified managed accounts (UMAs) and rep discretionary programs.
- Tailor how investors self-assess their investment needs and automatically generate a recommended portfolio utilizing a full-breadth of advisory solutions.
- Facilitate advisor-investor interaction, in real-time, through a user and compliance-friendly private interface.
- Leverage flexible integration options with custodians, trading partners, and other internal and external systems.