Vestmark

Robo-Advisors & Wealth Management

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Vestmark offers innovative wealth management solutions designed to simplify the construction and management of personalized investment portfolios at scale.

With a solid platform supporting over 72,000 advisors and managing more than $1.5 trillion in assets, Vestmark helps financial firms to improve client outcomes and streamline operations.

Vestmark can be found in Robo-Advisors & Wealth Management categories.

The most similar products to Vestmark are:

Ziggma Promoted → VectorVest → Vestberry → Vestlane → WBI Investments →

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Vestmark Main Features

• VestmarkONE
  VestmarkONE is a software solution that helps create and manage personalized investment portfolios easily.
• Investor Portal
  The investor portal is a secure online space where clients can view their investment information.
• Client Reporting
  Client reporting provides updates and information to clients about their investments.
• Model Management
  Model management allows advisors to manage investment strategies efficiently.
• Portfolio Analytics
  Portfolio analytics provide insights into how well investments are performing.
• Proposal Generation
  This tool helps create investment proposals quickly for clients.
• Enrollment Automation
  Enrollment automation makes it easier for clients to sign up for investment services.
• Portfolio Construction
  Portfolio construction helps build a mix of investments tailored to each client's needs.
• Investor Risk Profiling
  This feature helps understand how much risk an investor is willing to take with their money.
• Performance Measurement
  Performance measurement tracks how well investments are doing over time.
• Automated Reconciliation
  Automated reconciliation helps match investment records automatically to reduce errors.
• Multi-Custody Connectivity
  This feature allows connections to different banks and financial institutions for better management.
• Compliance & Risk Management
  Compliance and risk management ensure that all investments follow the rules and are safe.
• Unified Managed Account (UMA)
  UMA allows for the management of multiple investment accounts as one, making it simpler for advisors.
• Advanced Trading & Rebalancing
  This feature helps in executing trades and adjusting portfolios to keep them aligned with goals.
• Fee Billing & Revenue Management
  This tool helps manage fees and revenue from investment services.
• Tax-Sensitive Trading Capabilities
  This feature helps manage investments in a way that minimizes tax impacts.

Vestmark Benefits

• Enhances Efficiency
  The SaaS automates many tasks, saving time for advisors and allowing them to focus on their clients.
• Enables Risk Profiling
  Vestmark helps assess the risk tolerance of investors, ensuring that portfolios match their comfort levels with risk.
• Supports Customization
  Vestmark allows for tailored investment solutions, so each client can have a portfolio that fits their unique needs and goals.
• Facilitates Tax Management
  Vestmark offers services that help manage taxes on investments, which can save clients money and improve their overall returns.
• Improves Investor Outcomes
  Using advanced tools, Vestmark helps advisors make better investment decisions, which can lead to better results for investors.
• Supports Multiple Custodians
  The SaaS connects with various custodians, giving advisors flexibility in managing their clients' assets.
• Simplifies Portfolio Management
  Vestmark makes it easier to create and manage personalized investment portfolios, helping advisors serve more clients effectively.
• Provides Comprehensive Reporting
  The SaaS includes detailed reporting features, making it easier for advisors to track performance and communicate with clients.

Who should use Vestmark?

• RIAs
  Registered Investment Advisors (RIAs) can streamline their portfolio management and provide customized advice to clients.
• TAMPs
  Turnkey Asset Management Programs (TAMPs) can improve their offerings with advanced trading and tax management features.
• Bank Wealth
  Banks can use Vestmark to offer tailored investment options to their customers, making their services more attractive.
• Asset Managers
  Asset managers benefit from personalized portfolio solutions that help them meet their clients' needs better.
• Broker-Dealers
  Broker-dealers can use Vestmark to manage many client accounts easily and improve their services.

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