Vestmark Advisor Suite is a next-generation advisor technology platform designed to empower RIAs, broker-dealers, and banks with a unified, intuitive dashboard that centralizes tools, data, and services. Built to streamline operations and enhance client engagement, the suite integrates trading, portfolio management, advisory services, and automation to help advisors deliver personalized, scalable investment solutions. The platform connects advisors to over 1400 strategies from 225+ asset managers via Vestmark’s Manager Marketplace, while offering seamless access to trading services and tax transition capabilities. Vestmark Advisor Suite supports Unified Managed Accounts (UMAs), fee flexibility, and white-label services, enabling firms to structure offerings their way.

Features

• Unified Advisor Dashboard: Centralized, real-time view of an advisor’s book of business across account types, trading strategies, and service models.
• Smart Automation: AI-powered assistant handles administrative tasks, allowing advisors to focus on client relationships.
• Manager Marketplace Access: Connects advisors to 1400+ strategies from 225+ asset managers through a single contract.
• Trading & Tax Transition Services: Integrated access to execution and tax-aware investment capabilities.
• Industry-Leading UMAs: Supports multiple asset classes including fixed income and alternatives.
• Fee Flexibility: Transparent fee structures and customizable billing options.
• White Label Services: Enables firms to deliver branded solutions tailored to their business model.
• Client Reporting & Insights: Personalized recommendations and detailed reporting tools.
• Optimized for RIAs, Broker-Dealers & Banks: Supports independence and centralization with branded toolkits.

Benefits

• Save Time: Automation and centralized tools reduce manual work and improve efficiency.
• Scale with Confidence: Deliver high-touch service to more clients without sacrificing quality.
• Enhance Client Experience: Personalized recommendations and seamless reporting improve satisfaction.
• Expand Offerings: Access to a broad range of strategies and asset classes supports diverse client needs.
• Maintain Brand Identity: White-label capabilities allow firms to customize and differentiate their services.
• Streamline Operations: Unified dashboard and integrated services simplify advisor workflows.