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Portfolio Management & Trading

Vestmark empowers firms with portfolio management and trading solutions, delivering accuracy, efficiency, and scale across accounts.

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Vestmark trading dashboard highlighting drift status, assigned investment products, and tax loss harvesting accounts.

A Trusted Platform for Wealth Firms

Your firm wins clients through personalized service and strong results. Vestmark helps you scale that success efficiently, helping to fuel growth and asset opportunities.

One Platform, Many Capabilities

Build around our portfolio management technology, or streamline and centralize select operational functions

Financial professional at computer with dashboard options for sleeves, trades, and alerts.
Smith Family account dashboard showing annualized performance chart and total accounts count of 103,452

Scalable Account Growth

We already serve millions of accounts across large-scale clients—with Vestmark, your capacity to scale has no limits

Gauge chart displaying proposed portfolio risk score of 58.

Flexible Oversight

Balance risk and autonomy through workflows, rules, and compliance monitoring

Unified Advisor Dashboard

A truly unified advisor dashboard lets advisors review, plan, and take action effortlessly—wowing clients and delivering on your promise

Dashboard showing today’s action items, book summary with assets under management, and Ask the Advisor Assistant button.

Access to Advisory Services

Seamless access to Vestmark’s Manager Marketplace, trading services, and tax transition capabilities add value for your team

Core Wealth Management Functions in One Suite

Vestmark trading and rebalancing widgets with drift status table and donut chart of assigned strategies. Vestmark advisor dashboard showing book summary, top households, and top holdings with assets under management. Vestmark proposal generation dashboard confirming investment proposal successfully created for Jim and Mary Smith. Vestmark Transition Analysis dashboard with client restrictions, risk summary, and tax summary portfolio options. Vestmark portfolio risk widgets comparing client risk, current assets risk, and proposed portfolio risk with volatility and return metrics. Vestmark reporting dashboard displaying a quarterly performance report preview with account and performance details.
Trading & Rebalancing

Trading, rebalancing, overlay portfolio management, cash management, managing custom portfolios, options strategies, and more, all accomplished at scale in a tax-aware manner.

Advisor Dashboards

A centralized, real-time view of an advisor’s book of business across account types, trading strategies, and service models, which ties seamlessly into our trading and rebalancing.

Prospecting & Proposals

Evaluate prospects and help attract their business with risk-aligned, multi-account investment proposals-built in minutes through an intuitive, customizable interface.

Account Management

From onboarding to ongoing maintenance and reconciliation, life event changes to tax optimization, and right through to wealth transitions—the entire journey is supported.

Risk & Compliance

With a single platform handling trade and accounting and a highly configurable compliance engine, Vestmark’s platform enables proactive compliance review and data retention automatically.

Reporting

Advisors can create personalized, firm-branded reports for clients with drag-and-drop simplicity, while the back office can tap into a wealth of aggregated data for firm-level insights.

Advanced Features and Experience

Assemble the right solution set from our core platform and overlaid capabilities.

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  • Industry Leading UMAs

    Unlock the power of Unified Managed Accounts with sleeve-level control, reporting, and efficient multi-asset class support

  • Household Rebalancing

    Gain a complete client view with the ability to manage, monitor, report, and rebalance across accounts more tax-efficiently

  • Support Alternatives and Fixed Income

    Serve sophisticated and higher-net worth clients with a wide array of potential investments all under one roof for efficient advisor use

  • Automation for Efficiency

    Automate operational workflows to save time and increase productivity for both back-office support staff and front-line advisors