Vestmark

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.

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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

Vestmark received the 2024 WealthTech Americas Award by Wealth Briefing on February 22, 2024 for the year ended October 2023. The 2024 Wealth Solutions Report Exemplar Award for Wealthtech Firm of the Year was received on January 29, 2024 for the year ended December 2023. The 2023 Think Advisor Luminaries award for Financial & Investment Innovation for Fintech/TAMP Platforms was received on November 28, 2023 for the year ended April 2023. The 2023 WealthManagement.com Industry Award for Direct indexing/Technology Providers was received on September 7, 2023 for the year ended April 2023. Vestmark did not pay to be considered for any of these awards. Click the "Learn More" link below each award for additional information about the award including the criteria used in selecting the recipients.


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.