VestmarkONE
The wealth management platform for the advisory of tomorrow.
Overview
The VestmarkONE platform is a comprehensive technology solution for wealth management firms and their advisors. It integrates key functions like proposal generation, portfolio construction, trading, compliance monitoring, and reporting into a single solution. It is designed to improve advisor productivity and support customized investment solutions like SMAs and UMAs.
✨ Key Features
- Portfolio Construction & Proposal Generation
- Trading & Rebalancing
- Pre- and Post-trade Compliance Monitoring
- Performance Reporting
- Sleeve-level Accounting
- Support for SMA, UMA, and model portfolios
🎯 Key Differentiators
- Strong focus on the wealth management advisory lifecycle
- Integrated proposal generation and portfolio construction
- Robust capabilities for managing model portfolios and sleeved accounts (UMA/SMA)
Unique Value: Provides a single, integrated platform that empowers wealth advisors to deliver personalized investment solutions at scale.
🎯 Use Cases (4)
✅ Best For
- Streamlining the management of customized, model-based portfolios (SMA/UMA) at scale for wealth management firms.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Hedge funds or institutional traders with high-frequency or complex execution needs.
🏆 Alternatives
Offers a more comprehensive, all-in-one solution for the entire advisory workflow, from proposals to trading and reporting, compared to point solutions.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
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