Skip to content
Get a Demo

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.

Smarter Advisor Workflows with Agentic AI

The embedded Vestmark AI Advisor Assistant helps advisors deliver faster, more personalized service. Automate tasks, identify trends, and pull relevant data — without added effort.

  • Seamless Access in Your Workspace

    Advisor Assistant is built into your dashboard—no tab switching, no disruptions. Just start a chat and get what you need instantly.

  • Unmatched Scale, On Demand

    Access enterprise-level scale instantly—streamline workflows, boost productivity, and expand capacity without increasing overhead.

  • Handle Complex Tasks with Ease

    Get things done faster with intuitive, conversational interactions—no commands, no complexity, just clear results from a simple chat.

Vestmark Advisor Assistant interface comparing AUM, target risk, and estimated annual fees for two proposals from the Smith household. Displays a comparison table with metrics such as Proposed AUM ($1,500,000 vs. $1,700,000), Target Risk (Low to Medium vs. Medium), and Estimated Annual Fees (0.85% vs. 1.10%). Vestmark Advisor Assistant interface showing a conversation about managed households. Lists several family households including Martin, Anderson (2 instances), Washington (3 instances), and Hamilton. A pie chart visualizes 20 accounts with 75% unique and 25% duplicates, while a text input requests details on the Martin Family household. Vestmark Advisor Assistant interface comparing the two most recent investment proposals for the Washington family. Shows two cards side-by-side: the most recent proposal for George Washington’s trust account ($800,000) and the second most recent for George Brokerage’s individual account ($1,500,000), dated June 2025. Advisor Assistant interface showing a query to list investment accounts managed by an advisor. The displayed table includes account numbers, client names, total values, and tax statuses (Taxable or Non-Taxable). A highlighted note mentions “Saves Time.” Vestmark Advisor Assistant interface explaining system risk categories. Displays a progressive scale of risk tolerance with levels such as Growth (Moderately High), Income with Capital Preservation (Low), and Growth with Income (Moderate), each showing corresponding risk and portfolio ranges. Vestmark Advisor Assistant interface showing automation of client creation. A prompt asks to create a new client named Stacy Washington with an email address. The interface displays consultant selection options (Amy Davis, Adam Miller) and confirmation that the profile was assigned to Ashley Brown with a success message indicating the client profile is active.
Agentic AI Execution

Advanced AI understands advisor intent and completes tasks using existing workflows to mirror the advisor’s process.

Conversational Interface 

Use natural language to ask questions about the platform, generate proposals, or find information about a household, account, or model, removing friction and accelerating processes.

Proposal Comparison Engine

Evaluate multiple proposals side by side in real time, easily highlighting tradeoffs and supporting better client decision-making during meetings.

AI-Driven Data Retrieval

Quickly pull relevant data from proposals, portfolios, or accounts, saving time and delivering the right insights when advisors need them.

Integrated Help and Navigation Support

Get platform support with instant, guided, step-by-step responses - all without leaving the platform or reaching out to support teams.

Scalable Task Automation

Will allow advisors to re-run proposals or complete batch actions across multiple accounts, freeing up time for client service.

Private Markets

Bringing Private Markets Into the Managed Portfolio

Vestmark now enables advisors to allocate to alternative investments within both SMA and UMA portfolios—delivering a deeper, tax-aware investment solution in a single account.

Portfolio Design

Vestmark helps advisors build diversified portfolios, adding private assets and enhancing tax efficiency.

  • Unified portfolio construction

    Allocate to private market investments—such as interval funds and subscription-based alts—within a single managed account.

  • Tax-aware transitions

    Coordinate tax optimization to holistically manage transitions, harvesting, and asset strategies.

Professional woman using a computer, with a UI overlay on the right listing “Private Assets,” “Equity SMAs,” and “Mutual Funds.” A bright yellow button at the bottom reads “Access Marketplace via SSO.”

Workflow Automation

Vestmark automates alternative investment workflows, connecting with platforms to scale processes easily.

Digital integration with alts platforms

Connect with leading alts marketplaces to digitize onboarding, subscriptions, and lifecycle management.

Firmwide scalability with minimal lift

Deploy alternative investment access across books of business through streamlined, familiar workflows and infrastructure.

Holdings dashboard showing colored boxes labeled AAPL, ABV, SNOW, and IBM. A pop-out panel on the right lists Sleeve Details with account names, products (Growth, Private Equity, Fixed Income), and corresponding AUM values.

Compliance & Oversight

Vestmark delivers oversight tools for holdings, enabling compliance monitoring and detailed tax reporting.

Sleeve-level reporting and control

Maintain full visibility across public and private holdings, with guardrails in place to ensure compliance, tax tracking.

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

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.