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Portfolio Management & Trading

The Next Generation UMA

Today’s investors expect more personalized service. Advisors need flexible solutions to deliver on that expectation, while still preserving time for client relationships and growth. Choosing the right UMA technology partner is essential to success.

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Tailored Advisory Portfolios®

Deliver personalized, tax-aware portfolios at scale—while giving advisors more time to focus on what matters most: their clients.

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Two financial professionals reviewing data on a laptop with Vestmark dashboards showing account growth and performance trends.

  • Support ESG screens, position restrictions, and legacy asset isolation

  • Automate cash flows and deploy advanced tax management

  • Offer flexible customization without increasing advisor workload

  • Unlock next-generation UMA capabilities for greater scalability

Why Vestmark for Unified Managed Accounts?

Vestmark trading and rebalancing widgets with drift status table and donut chart of assigned strategies. Vestmark Tax Transition dashboard showing client tax planning inputs and capital gains budget summary. Vestmark advisor dashboard showing book summary, top households, and top holdings with assets under management. Vestmark dashboard widgets showing investment index options and target portfolio allocations. Vestmark dashboard widgets with fixed income model options and portfolio allocation chart. Vestmark portfolio risk widgets comparing client risk, current assets risk, and proposed portfolio risk with volatility and return metrics.
Scale and Efficiency Through Automation

Whether it’s your home office rebalancing thousands of accounts or advisors managing sleeves, exception-based processing and automated workflows enable real-time scale, efficiency, and time savings.

Efficient, Scalable Tax Management

Streamlined workflows support automated tax-sensitive trading with full transparency. True sleeve-level accounting and integrated trading simplify lot selection, tax harvesting, wash sale avoidance, and use of substitutes.

Custom Portfolios at Scale

Enable deep personalization—like ESG screens, factor tilts, or security restrictions—while managing and rebalancing these accounts in line with automated workflows, reducing manual effort.

Flexible Portfolio Construction

Next-gen UMA capabilities let advisors build multi-product solutions combining models, direct trading, and custom overlays—all in a single account.

Multiple Discretionary Managers

Support complex UMA structures with multiple discretionary managers trading in a single account—from fixed income and muni sleeves to direct indexing and in-sleeve modeling.

Advisor-Controlled Sleeves

Even with a third-party or home office overlay, give advisors direct trading access to sleeves—empowering them to manage specific asset types while maintaining centralized oversight.