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.
Vestmark VAST is honored to be named a winner of the 2023 WealthManagement.com Industry Award for Outstanding Achievement in Direct Indexing by Technology Providers. This award underscores our dedication to innovation in financial technology, empowering wealth management professionals with cutting-edge solutions.*
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.
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.
Discover a breakthrough portfolio management solution delivering the power of personalized investing and individual tax management.
*The 2023 WealthManagement.com Industry Awards honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of independent judges determined the winners. The best in each category were selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures, such as innovation, creativity and new methods of delivery, over the past 12 months ended April 2023. Vestmark VAST was awarded first place in the Direct indexing/Technology Providers category vs. nine entries and did not pay to be considered for the award.
There is no assurance that investment products based upon indices will accurately track index performance or provide positive investment returns. Inclusion of a security within an index is not a recommendation by VAS to buy, sell, or hold such security, nor is it considered to be investment advice. Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses. Tax-loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit.