VestmarkONE Robo Solution

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.

VestmarkONE Robo Solution from Vestmark, Inc. on Vimeo.

Solution Highlights:

  • 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.

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