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Q&A:

What is the service or product you offer to RIAs?

Vestmark offers SaaS based solutions and services to RIAs. VestmarkONE® is a powerful wealth management platform that simplifies and streamlines the complete investment management process. RIAs use VestmarkONE to drive their practice growth and to meet the increasingly complex demands of advising and servicing investors. Learn more at https://goo.gl/A4gFqg.

Vestmark also offers RIAs robo technology. The VestmarkONE Robo Solution is a is a comprehensive platform that enables wealth managers to leverage the most effective aspects of human and automated advice delivery. The solution provides flexible integration options with custodians, trading partners, and other internal and external systems and offers full support for a wide range of programs including: mutual fund advisory, separately managed accounts, unified managed accounts, and all advisory programs. Learn more at: https://goo.gl/czJzdW

In addition to our SaaS based offerings, Vestmark also offers firms the option to outsource their investment management functions through our Business Process Outsourcing (BPO) service. RIAs use the service to free their business of functions that are not core to their business. Vestmark’s component based approach lets RIAs define which parts of their operation they want to outsource, desired level of support, and the processing criteria. Vestmark will execute the functions. See more at: https://goo.gl/MHFnds.

RIAs can find and utilize a variety of managers, models, and strategies to satisfy the unique needs of investors and simplify administrative processes, with the Vestmark Manager Marketplace. To learn more about this service, visit https://goo.gl/XwiyLx

How do you differentiate your offering from competitors?

Our mission is to enable investors to better their financial well-being. We do this through delivering technology and services that enable financial institutions and advisors to deliver holistic advice in line with investor objectives. Vestmark offers a complete set of technology tools to help our clients optimize the investment management process and grow their business. Our solution is tightly integrated to preserve and protect investment data as it passes through each phase of the investment lifecycle to ensure that the end investor has a complete, accurate picture of their financial well-being and advisors have the tools to grow and retain their investor relationships.

What else would you like to say about your business?

Since 2001, Vestmark has worked with leading wealth management firms to deliver solutions that provide seamless advice delivery, and compliance with industry regulation. Anticipating what lies ahead for our clients is what inspires our solutions. With over half a trillion in assets on our platform, we’re close to investments, clients we serve, and to the investors who need solutions to reach their wealth goals. We are engaged in every facet of how the industry is changing; as a result, we can lead emerging industry trends and deliver solutions that help our clients and the industry excel today and tomorrow. Today over 43 financial institutions and 25,000 advisors rely on Vestmark to power their investment lifecycle and service 600 billion in assets and over 2 million investor accounts.

VestmarkONE - Unified Wealth Management from Vestmark, Inc. on Vimeo.

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