Help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management.
The VestmarkONE® platform is a unique software that lets you start with one asset allocation... built out with securities, SMAs, models and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account.
"Now we freed up four to six days of work, but not only for me, but for two other people, so basically 12 to 18 days of time that we don't have to spend any longer on doing non-productive activities around rebalancing. This tool has given us so much more efficiency and scalability within our practice that we hope to continue to grow and spend more time with our clients and prospective clients."
“Vestmark provides the technology to allow us to continue to grow our business: enhancing the client relationship, putting efficient tools in the hands of our advisors, and adding regulatory controls while unifying our legacy technology systems on one platform.”
"We selected Vestmark not only because of the industry leading UMA functionality the platform supports, but also their commitment to continuous innovation. Vestmark has a strong culture and proven ability to deliver engaging technology solutions that provide better outcomes to advisors and their clients."
If you are an executive in a broker-dealer or bank home office or large RIA firm, please listen to our insightful webinar where we discuss: What is the financial advisor’s primary value proposition?