Vestmark
Vestmark VAST
Personalized Investing at Scale®
- Direct Indexing SMAs
- Asset Allocation Tools
- Tax Management & Overlay
- Portfolio Optimization
- Investment Oversight
Get Started Today
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.
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.
Build Your Advisory Business With VAST
Discover a breakthrough portfolio management solution delivering the power of personalized investing and individual tax management.
