The Managed Account Platform For


Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization.


Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives.


A configurable suite of software and outsourced services that you (not your technology provider) configure and control.


Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more.

The VestmarkONE® Managed Account Platform

Wealth management organizations and advisors are positioned to deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We support some of the largest and most respected firms in the industry.

The VestmarkONE® platform is a managed account technology platform that lets you build out a diversified asset allocation with securities, active or index-based SMA strategies, mutual funds, ETFs, 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. The VestmarkONE platform enables tax management and personalization across the entire portfolio – at scale – for even the smallest of accounts.

VestmarkONE® Features & Functionality

Vestmark Forrester Study Form 1172x704

The Total Economic Impact™ Of VestmarkONE®

Vestmark commissioned a Forrester Consulting Total Economic Impact™ (TEI) study to examine the potential return on investment (ROI) and other benefits enterprises may realize by deploying the VestmarkONE platform.

Learn More

Advisor Time Savings Video 1172x704

Giving Time Back to Advisors

Today’s investors are demanding more personalization from their advisors, not only for investment solutions and tax management, but also deeper relationships and enhanced service. Learn how the VestmarkONE® managed account platform can save up to 25% of advisor time around tasks like rebalancing and portfolio management.

Platform Consolidation 2440x1284

The Case for Wealth Management Platform Consolidation

Consolidating wealth management platforms that support your managed account programs – whether or not you streamline and consolidate those programs – creates benefits for your advisors, their clients, and your firm.

Learn More


Personalized Investing at Scale®