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Vestmark
Vestmark provides portfolio management and trading solutions for wealth management and financial advisory firms, supporting fee-based, advisory business.
Email: info@vestmark.com
Phone: +1 781 224 3640
Web: https://www.vestmark.com/
products
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VestmarkONE
A comprehensive wealth management platform that supports model management, portfolio construction, trading, rebalancing, performance reporting, and compliance monitoring. Features include tax-efficient trading, custom model creation, and secure client reporting.
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VestmarkONE Compliance Module
Automated compliance monitoring, trade surveillance, restriction management, comprehensive audit trails, and regulatory reporting capabilities integrated with portfolio management.