Wealth management organizations and advisors are positioned to deliver better investor outcomes by simplifying the construction and management of highly-tailored strategies and portfolios. We're trusted by 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.
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.
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.
"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."