The VestmarkONE® Managed Account Platform
Wealth management organizations and advisors are positioned to deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We support some of the largest and most respected firms in the industry.
The VestmarkONE® platform is a managed account technology platform that lets you build out a diversified asset allocation with securities, active or index-based SMA strategies, mutual funds, ETFs, 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. The VestmarkONE platform enables tax management and personalization across the entire portfolio – at scale – for even the smallest of accounts.
The Total Economic Impact™ Of VestmarkONE®
Vestmark commissioned a Forrester Consulting Total Economic Impact™ (TEI) study to examine the potential return on investment (ROI) and other benefits enterprises may realize by deploying the VestmarkONE platform.
Giving Time Back to Advisors
Today’s investors are demanding more personalization from their advisors, not only for investment solutions and tax management, but also deeper relationships and enhanced service. Learn how the VestmarkONE® managed account platform can save up to 25% of advisor time around tasks like rebalancing and portfolio management.
"Now we freed up four to six days of work, but not only for me, but for two other people, so basically 12 to 18 days of time that we don't have to spend any longer on doing non-productive activities around rebalancing. This tool has given us so much more efficiency and scalability within our practice that we hope to continue to grow and spend more time with our clients and prospective clients."
“Vestmark provides the technology to allow us to continue to grow our business: enhancing the client relationship, putting efficient tools in the hands of our advisors, and adding regulatory controls while unifying our legacy technology systems on one platform.”
"We selected Vestmark not only because of the industry leading UMA functionality the platform supports, but also their commitment to continuous innovation. Vestmark has a strong culture and proven ability to deliver engaging technology solutions that provide better outcomes to advisors and their clients."
The Case for Wealth Management Platform Consolidation
Consolidating wealth management platforms that support your managed account programs – whether or not you streamline and consolidate those programs – creates benefits for your advisors, their clients, and your firm.
Resources
Personalized Investing at Scale®
A panel of independent judges made up of top names in the industry determined the winners. The best in each category were selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures, such as innovation, creativity and new methods of delivery, over the past 12 months ending in April 2024. Vestmark VAST was awarded first place in the Direct indexing/Technology Providers category and did not pay to be considered for the award.
The 2024 WealthTech Americas Awards are designed to recognize outstanding organizations, with winners selected according to their “demonstrated innovation and excellence during the last year.” The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector. Vestmark was ranked among 25 firms and paid $5,995 for permission to use the WealthTech Americas Award logo.
Wealthtech Firm of the Year is awarded to the top three firms providing technology solutions for firms that operate within the non-institutional wealth management space. Firms must serve a minimum of $250 million in assets. Winners are selected by the Wealth Solutions Report editorial team. Vestmark was ranked among more than 30 firms and did not pay to be considered for the award.
In the ThinkAdvisor 2023 Luminaries awards, Vestmark VAST was awarded first place in the Financial & Investment Innovation for Fintech/TAMP Platforms Category. It was ranked against 28 finalists. Vestmark did not pay to be considered for the awards.
A panel of independent judges made up of top names in the industry determined the winners. The best in each category were selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures, such as innovation, creativity and new methods of delivery, over the past 12 months ending in April 2023. In the 2023 WealthManagement.com Industry Awards, Vestmark VAST was awarded first place in the Direct indexing/Technology Providers category vs. nine entries.