Business introduction
Innovating Wealth Technology
For over twenty years broker-dealers, investment managers, bank trusts, and advisors have turned to Vestmark to help them improve their operating models and to provide better investor outcomes
Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.4 trillion in assets and nearly 5 million accounts, Vestmark is a trusted partner to some of the largest and most respected wealth management firms.
Vestmark Solutions
Vestmark Manager Marketplace
Advice delivery simplified True marketplace A true marketplace is built on the premise that product quality speaks for itself. We are not biased. We do not promote product. We have created a network to facilitate the connection between asset managers and financial advisors. Time & transparency Vestmark Manager Marketplace™ was built to help asset......
business needs
view solutionVestmark Model Delivery Service
Key potential benefits of our model trading service Multi-program support: Our trading team can support all types of model-based discretionary advisory programs, including UMAs. Professional execution: All trading activities are performed with the goal of honoring manager intent. Experienced team: You're supported by an award-winning team with deep industry knowledge and well-established relationships......
business needs
view solutionVestmark Model Trading Service
Potential benefits for managers & strategists Greater efficiency: Reduce the hard-dollar costs, manual workflow and operational inefficiency associated with your in-house model delivery efforts. Improved scale: Reallocate resources toward other initiatives that drive distribution and confidently add more partners without worrying about operational overhead. Greater control: Retain contracts, billing and revenue collection directly......
business needs
view solutionVestmarkONE Platform
The VestmarkONE® platform is a unique software that lets you start with one asset allocation... built out with securities, SMAs, models and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account. Features & functionality The VestmarkONE®......
business needs
view solutionVestmark Outsourced Services
Concentrate on your strengths, let us handle the rest Technology paired with outsourced services can create real scale and efficiency for your business. Our experienced team can perform a set of services – tailored to your firm’s needs and challenges – including those outlined below. We assume responsibility and oversight of......
