Vestmark VAST

Personalized Investing at Scale®

  • Direct Indexing SMAs
  • Asset Allocation Tools
  • Tax Management & Overlay
  • Portfolio Optimization
  • Investment Oversight

Investment Oversight

Vestmark’s investment team provides account and tax management while you control the client relationship and personalization inputs.


Choose from a variety of direct indexing strategies, SMAs, pooled funds and individual securities.


VAST handles and scales complex tasks, including account set-up and maintenance, onboarding of client assets and performance reporting.

Proven Technology

VAST's advanced technology platform streamlines processes and advisor workflows, saving you time and helping you drive business growth.

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Take your business to the next level. Learn more about how Vestmark VAST® can provide personalized investing and tax management at scale. Contact a VAST consultant who can help you take the next steps.

Vestmark VAST

It’s here. A turnkey portfolio management solution for your practice, a tremendous leap forward for your clients. VAST is engineered to streamline your workflow—from tailored proposal generation and onboarding, to investment selection and simplified portfolio construction and tax management, to security-level customization—individualized across every client account. Watch the video to learn more.

With VAST, multi-asset portfolios can be constructed in either a fully customizable Personalized Portfolio or in a more simplified Focused index Portfolio.

For Personalized Portfolios

VAST enables you to implement personalized tax management strategies, accommodate concentrated positions or unique objectives, and activate client-driven security screens, exclusions and trade directives.

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For Focused Index Portfolios

You can choose from an exclusive roster of model SMAs, based on Indices developed by S&P Dow Jones Indices, to implement a tailored asset allocation for each client’s portfolio. This option allows security-level modifications, such as do-not-sell orders, for accounts over $100k in assets. 

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Build Your Advisory Business With VAST

Discover a breakthrough portfolio management solution delivering the power of personalized investing and individual tax management.

Download the VAST brochure

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