Vestmark

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.

Diverse
Platform

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

Advisor
Support

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.


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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VAST Brochure 2440x1284

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

Explore VAST Resources

Learn more about Vestmark VAST®