Vestmark VAST is a real-time, dynamic platform. Any updates made to your models are automatically reflected in the system, including the transition analysis portal and linked client accounts. You can be confident that your model updates flow through immediately and accurately—no delays, no manual steps required.

No. Vestmark is designed to fit into your existing workflow. You can continue using your current reporting provider or choose to leverage Vestmark’s built-in reporting tools. We can also deliver data extracts to feed into your existing reporting platform—ensuring consistency and minimizing operational disruption.

Onboarding is efficient and streamlined. Most firms are up and running in one week. The process includes a kickoff call and User Interface setup—all guided by a dedicated Vestmark team.

No. A single sub-advisory agreement is executed between your firm and Vestmark. Clients do not need to sign any additional paperwork, making the process fast and frictionless.

Vestmark VAST currently supports major custodians, including Charles Schwab and Fidelity. As part of the onboarding process, we ensure accounts are properly linked using VAST-specific identifiers to enable seamless data flow.

Yes. VAST is model-agnostic and highly flexible. You can create and manage your own custom models or select from a library of over 220+ managers and 1,300+ third-party strategies

Each firm is assigned a dedicated onboarding team, including an advisory consultant and technical support. You'll also receive hands-on training, periodic check-ins, and a point of contact for any post-launch questions or optimizations.

Once your accounts are active, advisors can begin setting up new accounts for VAST overlay management and construct multi-asset portfolios using their selected models and strategies. Vestmark VAST supports ongoing overlay management, including tax optimization and seamless execution of tax transitions—ensuring portfolios stay aligned with each client's unique investment objective.