Support

Dedicated to Your Success

Our mission is simple: to provide exceptional support so you can focus on helping your clients reach their financial goals.

Vestmark Client Community

What You Can Expect

Responsive, knowledgeable support designed to eliminate friction, resolve issues quickly, and keep your business running smoothly.

Human Support, Always

Speak directly with a real person during business hours—no phone trees
U.S.-Based & Collaborative

Our support team works together from Wakefield, MA for fast, coordinated help
Transparent & Tracked

Every request is logged, prioritized, and managed in our secure portal

Deep expertise across every area of your operations.

Trading Support

Staffed by industry veterans, our trading support team provides hands-on help with trade execution, reconciliation, and oversight
Mid & Back Office Support

Experts in reconciliation, performance, corporate actions, and account admin—ready to assist with daily workflows or deep-dive analysis
Technical Support and Support Maintenance Services (SMS)

Our technical support and SMS escalation point teams are poised to handle all aspects of technical production critical issues and are focused on proactive production system monitoring and observability
Production Operations

Our overnight team ensures seamless system operations and processing, so you can start every day with confidence