Investor Portal

A web interface designed for ease-of-use and intuitive reporting

Power your investor experience anytime, anywhere.

VestmarkONE_Investor_Portal_Screenshot


The VestmarkONE investor portal module is a fully configurable, web interface that provides your clients with self-directed access to their accounts. The user-friendly portal enables your clients to continuously monitor their assets, gauge portfolio risk, and measure investment performance using any PC or mobile device. And because it’s seamlessly integrated into your existing VestmarkONE environment, it’s easy to deploy and manage. Efficiently connect clients to relevant portfolio insights with a customizable solution that fits your business needs and your clients’ expectations.

Key Benefits:

  • Deploy across any device and browser
  • Extend and preserve your brand
  • Leverage your VestmarkONE investment

Download the Investor Portal Solution Sheet