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.

Composite Vestmark product interface showing an advisor dashboard with portfolio analytics, trading tools, and tax management widgets. The screen includes charts for total drift and tax loss harvesting, a trade securities panel searching GOOG, order management activity, and asset category controls. An Advisor Assistant chat panel overlays the dashboard, comparing AUM, target risk, and estimated annual fees for two recent proposals from the Smith household.

Advisor Trading

Customizable Trading Workflows for Faster Portfolio Management

Our latest trading dashboard streamlines how advisors manage portfolios and execute trades, combining customizable views with intuitive workflows to reduce friction and improve efficiency across rebalancing and custom trading tasks.

Vestmark advisor dashboard showing portfolio management tools. The screen includes navigation tabs (Dashboard, Proposals, Clients, Reports, Trading, Billing, Marketplace, Service Requests, Tax Transition) and three main panels: a “Total Drift” bar chart with a button to rebalance drifting accounts, a “Trade Securities” panel searching for GOOG with price, value, and number of accounts, and a “Tax Loss Harvesting” donut chart summarizing opportunity ranges.

Customizable Trading Dashboard

Personalize your trading experience with configurable views that adapt to how you trade.

  • Configurable dashboard tiles

    Customize your dashboard with widgets such as Total Drift, Tax Loss Harvesting, and Search Securities to monitor portfolios and act quickly.

  • Future-ready design

    Built with flexibility in mind, the dashboard will continue to expand with new widget options driven by user feedback.

Table customization interface with a dropdown for saved table views, highlighting “Wayne’s View.” A settings panel allows toggling table columns such as Account Name, Account Number, Client Name, Proposed Trades, and Drift.

Advisor-Centric UI Customization

Focus on what matters most with a cleaner, more relevant trading view.

Customizable trading views

Show or hide dashboard elements to reduce noise and focus on the information that matters most to you.

Enhanced workflow efficiency

Streamlined layouts help advisors quickly identify opportunities without unnecessary distraction.

Trade Options panel showing a portfolio rebalancing workflow. The interface indicates 23 accounts selected, with strategy set to “Rebalance Portfolio” and trade type options including “To Target Weights” and “Based on Tolerance Bands.” A call-to-action reads “Enter Custom Trades.”

Streamlined Trading and Rebalancing

Execute trades efficiently with workflows designed for a range of trading styles.

Support for multiple trading workflows

Seamlessly rebalance portfolios, trade individual securities, or create custom trades, supporting both model-driven and non-model-driven approaches.

Simplified rebalancing

Identify drifting accounts and rebalance portfolios in fewer steps using a streamlined, single-click workflow.

Proposals

Tax-Aware Proposals From Planning to Implementation

By combining proposal generation with tax transition analysis, Vestmark helps advisors show not just the destination of a client portfolio across multiple accounts, but the path to get there in a tax-aware manner.

Vestmark Proposals dashboard showing a multi-step proposal workflow for the Jim Smith Household. Progress indicators show Setup, Client Risk, Preferences, and Accounts completed, with Fees in progress and Summary upcoming. Key metrics displayed include proposal value of $895,367.63, client risk tolerance set to Growth & Income, current assets risk score of 90, proposed portfolio risk of 58, and unrealized gain/loss of $14,999.

Portfolio Construction

Design and view multi-account tax-aware portfolios.

  • Household and account-level customization

    Build unified managed accounts across taxable and tax-advantaged accounts, with household views showing total value, unrealized gains and losses, and proposed risk.

  • Advanced portfolio construction

    Customize portfolios with security, sector, and business restrictions while defining capital gains budgets aligned to each client’s tax profile and risk tolerance.

Proposal planning interface showing tax impact inputs alongside an advisor–client meeting image. The form includes fields for tax reserve ($15,000), client taxable income ($500,000), filing status (Single), and tax filing state (Massachusetts). A highlighted panel displays a calculated Capital Gains Budget of $63,025.

Tax-Aware Transition Planning

Coordinate portfolio transitions with built-in tax intelligence to support long-term outcomes.

Integrated tax overlay services

Activate tax overlay services to manage portfolio transitions, daily monitoring for tax loss harvesting, and asset location in a coordinated way.

Scenario-based tax sensitivity

Define capital gains budgets aligned to each client’s tax rate and income profile and tailor portfolios to client preferences with customizable restrictions.

Investment proposal documents displayed side by side for Jim and Mary Smith, branded Endeavour Wealth Management. One panel shows a cover page with client names and advisor Adam Miller, while the other shows a Tax Transition Analysis comparing portfolio scenarios such as Current Portfolio, Low Tax Impact, Optimal Blend, and Low Tracking Error. A highlighted confirmation banner reads “Proposal Successfully Generated.”

Proposal Delivery and Implementation

Enter client conversations with scenario-based options and move from proposal to execution with minimal friction.

Client-ready proposals

Generate white-labeled PDF proposals with overall allocation and holdings alongside detailed, account level transition analysis for tax managed portfolios.

Seamless path to live trading

Move from proposal to implementation by enriching accounts with proposed strategies directly from Proposals.

Smarter Advisor Workflows with Agentic AI

The embedded Advisor Assistant helps advisors deliver faster, more personalized service. Automate tasks, identify trends, and pull relevant data — all while saving time.

Learn More
Advisor Assistant chat window displaying a comparison of two recent investment proposals from the Smith household. The interface shows a table comparing proposed AUM, target risk levels, and estimated annual fees, with an input field below for entering follow-up requests.

  • Built Into Your Workflow

    Access Advisor Assistant instantly and directly from your dashboard without disruption

  • Scale Without Limits

    Expand capacity and boost productivity without increasing complexity or overhead

  • Simplify Complex Work

    Complete advanced tasks through intuitive, conversational interactions

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. 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.

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.