Vestmark claims that with VestmarkONE, the entire breadth of the client relationship can be managed including discretionary and non-discretionary accounts, brokerage accounts, retirement accounts, trust accounts, and accounts held away.
According to Vestmark, its platform will enable advisors to have a complete view across their book of business spanning the entirety of each and every client relationship.
VestmarkONE’s unique visualization and proactive alerting capabilities surface relationships and portfolios requiring attention.
VestmarkONE provides a range of modeling, rebalancing, and block trading tools which 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 decision-making for each and every order.
Vestmark CEO John Lunny said for many years, Vestmark’s clients have benefited from a single platform that spans portfolio management, compliance, portfolio modeling, rebalancing, trade order management, reconciliation, performance measurement, and client reporting. VestmarkONE expands these functional areas to cover the complete range of investment solutions needed to support the entire client relationship.
