Vestmark

VAST® Personalized Portfolios

Personalization Options

VAST enables personalization of every account, enabling you to construct and refine portfolios based on what matters most to your clients.

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In a fully custom Personalized Portfolio, you can easily set up new accounts based on a range of client-specific objectives, tax management preferences and investment criteria including:

Values-Based Personalization

Construct portfolios that reflect client-defined social screens, business involvement and security restrictions.

Investment Preferences

Meet your clients' investment criteria as they relate to company selection, sector exclusion or do-not-buy/do-not-sell orders.

Individual Tax Outcomes

Accurately manage client-driven income and liquidity events in a tax-efficient way.

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Personalized for Special Situations

VAST enables you to personalize investing for clients with special requirements and situations, including those holding underperforming SMAs, ETF portfolios or concentrated positions or looking to capitalize on an investment opportunity.

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Put Your Advice Into Action

With VAST, you can put your advice into action across your book of business. And your clients can benefit from personalized advice that can be implemented, optimized and updated as the market and their objectives evolve.

How to Use VAST

Explore VAST

Investment Options and Portfolio Construction

VAST’s extensive investment platform is comprised of tools to address diverse client goals.

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Tax Management

Need to transition a client from an existing portfolio or looking for enhanced tax management services?

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VAST Overview

Gain more time to deepen client relationships, sharpen your competitive edge and grow your business.

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Resources

Learn more about Vestmark VAST® Personalization Options