Vestmark Navigation VestmarkONE® THE PLATFORM FOR Broker-Dealer Asset Manager TAMP RIA Bank Wealth Scale Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Flexibility Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. Control A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Innovation Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more. The VestmarkONE® platform Help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. The VestmarkONE® platform is a unique software that lets you start with one asset allocation... built out with securities, SMAs, models 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. VestmarkONE® Features & Functionality Previous "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 Client “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.” Vestmark Client Next False Choice In Portfolio Construction and the Advisory Solution of the Future If you are an executive in a broker-dealer or bank home office or large RIA firm, please listen to our insightful webinar where we discuss: What is the financial advisor’s primary value proposition? Access Webinar Recording Previous Next Resources See All Resources Videos Fundamentals Drive Next Gen UMA Capabilities Videos Grow Your Model-Based SMA Business Blog Building Bridges to Breakaway Advisors: How Asset Managers Can Maintain Critical Relationships OCT 05, 2021 Blog Making the Transition from Institutional to Retail: How Institutional Managers Can Succeed with Retail SMAs SEP 23, 2021 Innovating Wealth Technology CONTACT SALES CORP. HEADQUARTERS 100 Quannapowitt Pkwy Suite 205 Wakefield, MA 01880 BOSTON 280 Summer Street 10th Floor Boston, MA 02210 NEW JERSEY 1 Evertrust Plaza Jersey City, NJ 07302 CHICAGO 150 North Wacker Dr. Suite 1120 Chicago, IL 60606 CHARLOTTE 5925 Carnegie Blvd Suite 500 Charlotte, NC 28209 VESTMARKONE CAREERS COMPANY CONTACT 781-224-3640 SUPPORT 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. UPCOMING EVENTS TERMS OF USE PRIVACY POLICY ©2021 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice. Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., strives to enable financial institutions and advisors to efficiently manage and trade investor portfolios through an innovative SaaS platform. VAS is a registered investment advisor. Registration does not imply a certain level of skill or training. VAS has its principal office in Washington, DC with a place of business in Jersey City, NJ.