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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
Vestmark tailors its platform for RIAs to take advantage of breakaway trends
Companies as diverse as First Union, Vestmark, Schwab, Goldman Sachs, [now] Accenture and Sciens Capital have fingerprints on this fast-riser