Press Release
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Wakefield, MA - May 22, 2013 - Vestmark, a leading innovator of advisory solutions and wealth management technology, today announced the availability of VestmarkONE Advisor, a flexible solution that empowers financial advisors to manage all fee-based advisory accounts and monitor their entire book of business in real time.
Providing advisors with a single platform to manage the entire client relationship, VestmarkONE Advisor offers real time account oversight, flexible trading tools, model management and rebalancing, daily performance, and client-ready reporting on-demand. VestmarkONE Advisor also supports advisors in delivering optimal investment solutions tailored to each client in an efficient and scalable manner. VestmarkONE Advisor's unique visualization and proactive alerting capabilities surface relationships and portfolios requiring attention. From there, the modeling, rebalancing, and block trading tools of VestmarkONE Advisor simplify and streamline the implementation of trading ideas and strategies across one or more portfolios, with built-in pre-trade compliance checks and tax management for every order.
For home offices, VestmarkONE Advisor offers a series of compliance controls and "guardrails" to limit the trading and portfolio management activities an advisor can perform. These controls can be tuned per advisor, allowing firms to flexibly support the varying needs and capabilities of a diverse financial advisor community while diligently enforcing and monitoring all portfolios.
"VestmarkONE Advisor is a secure, cloud-based platform that enables financial advisors to manage all advisory accounts and seamlessly navigate client relationships at the household level, including held-away assets. Harnessing VestmarkONE Advisor's flexibility and intuitive design, financial services firms and wealth management providers can now incorporate their advisors into an integrated investment process that supports all advisory programs," said Rob Klapprodt, President of Vestmark Software. "Vestmark has and will continue to advance the Advisory solutions business through our innovative technology, award winning client service and extensive industry expertise."
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About Vestmark
Headquartered in Wakefield, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.
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Elizabeth Shim
Haven Tower
(424) 317-4861
eshim@haventower.com