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.

VAST Explainer Video 1172x704

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.

VAST Wealthies Award Winner 1172x704

Award Winning

Vestmark VAST is honored to be named a winner of the 2023 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.*

Learn More

Get Started Today

Privacy Policy

VAST Direct Indexing 1172x704

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.

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.

Learn More

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. 

Learn More

How to Use VAST 2440x1284

Build Your Advisory Business With VAST

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

Download Resource

Explore VAST Resources

*The 2023 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.