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Built for What’s Next

A culture of innovation and strong client partnerships help Vestmark anticipate and adapt to future challenges. Here’s what we’re working on next to empower your business.

Vestmark platform showing portfolio performance, client dashboards, and AI assistant for managing investments and advisor workflows.

Vestmark Pulse

Pulse is an AI intelligence solution that continuously monitors portfolios, market news and events, regulatory filings, and client CRM data. It surfaces insights and helps users act within the Vestmark platform with speed, context, and control.

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Mobile dashboard showing AI alerts, market summary, and priority actions to help advisors identify key signals and act quickly across portfolios.

  • Continuous Monitoring

    Identify what needs attention in real time across portfolios, holdings, and client data

  • Contextual Judgment

    Evaluate what matters in context and take the most appropriate next step for each client

  • In-Platform Execution

    Review insights and take action directly within Vestmark workflows across desktop and mobile.

Custom Reporting with Tax Alpha Capabilities

Quantify Your Tax-Aware Investment Strategy

With the ability to embed Tax Alpha into custom PDF reports, advisors can demonstrate the concrete value of their tax-optimized strategies to clients through professionally formatted, branded reports.

  • Native Calculations Within Vestmark

    Without the need to rely on external calculations, you can reduce data quality risks of off-platform calculations. 

  • Shadow Benchmark Infrastructure

    Automatically build and maintain a shadow sleeve that mirrors the real portfolio while tracking the benchmark index. 

  • Multi-Period Reporting

    Tax Alpha is available for all periods where rate of return is provided in reporting, including Since Inception, YTD, QTD, MTD, and multi-year lookback periods. 

  • Customizable Data Extraction

    Customize data extracts to feed Tax Alpha to external reporting systems. 

  • Advisor-Facing Visibility

    Results are available and surfaced in the advisor reporting layer for client-facing use. 

Household Rebalancing

Smarter Rebalancing Across the Household

Vestmark’s Household Rebalancing solution simplifies portfolio management across taxable, tax-deferred and tax exempt accounts by proposing trade orders that align with each household's investment strategy.

Execution Logic

Automates portfolio updates across accounts to ensure every trade supports each client’s long-term goals.

  • Household-level rebalancing engine

    Streamlines household management by generating coordinated trade orders across account types while respecting capital gains budgets and account restrictions.

  • Flexible, advisor-controlled execution

    Advisors stay in control of how rebalances run with configurable settings—predefined asset location preferences and adjustable capital gains sensitivity at each rebalance.

Smiling financial advisor in a suit next to charts comparing Current Portfolio and Target Portfolio allocations. Donut charts show proportions of Equity and Fixed Income with a “View All” link beneath.

Tax Strategy

Positions assets across taxable and tax-advantaged accounts to reduce liabilities while supporting long-term portfolio growth.

Support for held away assets

Incorporates held-away and non-discretionary assets into portfolio views to improve accuracy and alignment across the household.

Built-in after-tax intelligence

Avoids wash sales and capital gains exposure to optimize rebalancing actions while minimizing negative tax implications.

Dashboard interface showing an Asset Location Efficiency Score of 75% out of 90%, accompanied by a blue semicircular gauge. Two bright yellow buttons on the right read “Rebalance Account Group” and “Enter Trade Orders.”

Location Metrics

Empowers advisors with data to better manage household portfolios and uncover optimization opportunities.

Measure location efficiency

Advisors gain insight into both current and projected efficiency—seeing how a portfolio performs today and how much improvement could be achieved through rebalancing, along with the potential capital gains required to get there.

This is just a glimpse of what’s to come. We’re dedicated to building tools that empower you.

We chose Vestmark because of the strength of their technology, their roadmap for the future. 

Nate Garrison CIO, World Investment Advisors

For illustrative purposes only. The data displayed is not representative of an actual client portfolio.

Vestmark's artificial intelligence (“AI”) tools are employed to support certain operational and administrative functions and operate within defined system parameters and have not been designed to offer recommendations as to the value of securities or other investments or as to the advisability of investing in, purchasing, or selling securities or other investments. They do not participate in investment decision-making, portfolio construction, or securities selection. While AI technologies are intended to enhance efficiency and consistency, outputs generated by AI tools may be based on limited, pre-configured, or incorrect inputs, which could result in incomplete or inaccurate information if not properly reviewed, and are not and should not, in any instance, be construed to be providing investment recommendations.

World Investment Advisors is a current client of Vestmark Advisory Solutions. The client did not receive any compensation for this statement.

Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses due to various factors. Market conditions may limit the ability to generate tax losses. Tax-loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit. Also, a tax-managed strategy may cause a client portfolio to hold a security in order to achieve more favorable tax treatment or to sell a security in order to create tax losses. Prospective investors should consult with a tax or legal advisor before making any investment decision.