VAST is an entirely new way of bringing personalization and tax management to retail investors. VAST seeks to harness the unique capabilities of Separately Managed Accounts (SMAs) to enhance the investment experience of an entire portfolio.
Building around a Direct Index SMA core, VAST allows for the harmonious inclusion of actively managed SMAs, ETFs, mutual funds, and individual securities. VAST’s portfolio management team can apply customization filters, tax management and optimization to the entire portfolio, not just to the index. And VAST does all of this at scale, leaving advisors more time to nurture their existing relationships and attract new clients.
All financial advisory practices eventually face a seemingly impossible choice: protect client relationships through greater personalization, or sacrifice customization in the service of scale. VAST removes that enduring challenge by enabling personalized investing at scale®. Learn more about the VAST experience and how it can help different types of clients.
Visit our resource library to find other insights that explain how VAST works. You can also contact the VAST sales team for a private demonstration of the advisor portal and transition analysis tool.