Vestmark Navigation VestmarkONE® Features & Functionality Plan & Profile Investor Risk Profiling More than a simple risk number, the VestmarkONE® platform's robust risk profiling toolkit helps your firm and your advisors meet sophisticated suitability and fiduciary requirements. Learn more Portfolio Analytics View a range of metrics for individual securities, funds, models and held or held-away accounts. With account- and sleeve-level performance in the VestmarkONE® platform and supplemental Morningstar® data, you can access detailed analytics when proposing new or modifying existing client portfolios. Learn more Propose & Onboard Proposal Generation A tailored, investor-friendly proposal is arguably the most important client-facing tool in the asset gathering process. Learn more Enrollment Automation No two onboarding processes are alike. That’s why the VestmarkONE® platform offers multiple approaches to automate and optimize your firm’s enrollment and account-opening workflow. Learn more Manage & Monitor Portfolio Construction The VestmarkONE® platform's advanced modeling tools make it easy and efficient to create custom portfolios across hundreds – or even thousands – of clients with different goals, risk tolerances, investment objectives and preferences in a highly scalable way. Learn more Model Management The VestmarkONE® platform's intuitive 'building blocks' and sophisticated rebalancing tools make it easy to manage and customize an entire book of business in a scalable way. Learn more Advanced Trading and Rebalancing Tax-aware, efficient trading and rebalancing brings scale and flexibility, empowering a focus on building your business, managing portfolios and creating better outcomes for your clients. Learn more Tax-Sensitive Trading Capabilities The VestmarkONE® platform tax-aware setting alleviates the manual effort associated with manually managing tax treatment at the sleeve and account level for each of your client accounts. True tax lot accounting and tax lot trading capabilities enable tax sensitive trading and facilitate tax harvesting. Learn more Compliance and Risk Management The customizable rules engine drives an automated real time review of your integrated data. Learn more Automated Reconciliation Reduce the risk of trade errors with an automated, exception-based approach to reconciliation – and improve the efficiency and accuracy of your reconciliation processes across positions and transactions. Learn more Multi-custody Connectivity The heart of the VestmarkONE® platform: a broad trading and custodial network of 80+ providers where data moves in a secure, scalable manner to enable seamless trade routing, execution, processing and reconciliation. Learn more Report & Review Sleeve-level Accounting Sleeve-level accounting is fundamental to supporting robust multi-discretionary, multi-manager, multi-product advisory programs. Learn more Performance Measurement Calculate, analyze and report GIPS®-compliant performance at the household-, account- and sleeve-level. Learn more Fee Billing and Revenue Management Vestmark has partnered with Redi2 to help clients using the VestmarkONE® platform optimize their fee billing & revenue management workflow. Learn more Client Reporting Re-imagine client reporting and tell stories that engage clients. Learn more Investor Portal The VestmarkONE® platform's Investor Portal leverages the core elements of your VestmarkONE® platform implementation and provides clients, advisors and the home office with a consistent view of account- and household-level portfolio data. Learn more 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.