Supporting Client Success
We are committed to providing superior support to our users so that they can focus on the important work of helping investors reach their financial goals.
US Based
All support team members are located at our headquarters in Wakefield, MA.
Available by Phone
A support team member answers the phone every time during open business hours.
Accurate
All requests are documented in our trouble ticket system via the Vestmark support portal.
Responsive
Each request is assigned a severity level and escalated accordingly.
All Day, Every Day
Our award winning support team is here to help optimize your use of the VestmarkONE® platform all day every day. Our support professionals are adept at the VestmarkONE® platform and are knowledgeable of the financial services space making them highly capable of offering our clients the superior support they require and deserve.
Expert Support Teams
Trading
The Production Support Trading Team is comprised of financial industry veterans with a wealth of trading related experience. The Trading Team focuses on trade related topics within the VestmarkONE® platform in order to provide our clients with specialized advice unique to this vital role.
Mid-Back Office
The Production Support Mid-Back Office Specialty Team is comprised of experienced professional in Reconciliation, Performance, Corporate Action Processing and Account Administration. Formal onboarding programs have been developed to provide knowledge and guidance for your reconciliation and account/composite performance operations.
Night Operations
Our Night Operations Team consists of experienced technical operators and leaders who have developed expertise in the financial services sector and with the VestmarkONE® platform. Our goal is to provide excellence in client service and system oversight for nightly processing to help ensure your business operations are seamless!