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Vestmark VAST

Personalized Investing at Scale®

  • Tax Management & Overlay
  • Multi-Asset Portfolios
  • True Open Architecture
  • Tax Transition
  • Direct Index SMAs
  • Multi-custody

Ongoing Tax Management and Transition

Active tax management across the entire portfolio with integrated tax transition service to help attract clients with investments that have embedded taxable gains.

Construct
Multi-Asset Portfolios

UMA framework enables you to leverage a true Open Architecture of Investment Options, including direct indexing, SMAs, mutual funds, and ETFs.

Simple to
Use Advisor Interface

Helps to ensure a seamless experience when constructing personalized portfolios and sharing transition analyses with clients.

Time Savings and Revenue Growth

Simplifies the creation of differentiated, personalized tax-optimized portfolios, helping to better serve clients and grow your business.

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 transition analysis 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.

Get Started Today

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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.

Award-Winning

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.

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Explore VAST Resources

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A panel of independent judges made up of top names in the industry 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 2024. Vestmark VAST was awarded first place in the Direct indexing/Technology Providers category and did not pay to be considered for the award. Click the "Learn More" link below each award for additional information about the award including the criteria used in selecting the recipients.

The 2024 WealthTech Americas Awards are designed to recognize outstanding organizations, with winners selected according to their “demonstrated innovation and excellence during the last year.” The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector. Vestmark was ranked among 25 firms and paid $5,995 for permission to use the WealthTech Americas Award logo.

Wealthtech Firm of the Year is awarded to the top three firms providing technology solutions for firms that operate within the non-institutional wealth management space. Firms must serve a minimum of $250 million in assets. Winners are selected by the Wealth Solutions Report editorial team. Vestmark was ranked among more than 30 firms and did not pay to be considered for the award.

In the ThinkAdvisor 2023 Luminaries awards, Vestmark VAST was awarded first place in the Financial & Investment Innovation for Fintech/TAMP Platforms Category. It was ranked against 28 finalists. Vestmark did not pay to be considered for the awards.