Vestmark

Vestmark is a SaaS technology provider for comprehensive unified wealth solutions utilized by financial advisors and institutions. Vestmark provides VestmarkONE to help clients gather more assets, increase operating efficiency, and minimize risk. The integrated technology solution provides proposal generation, portfolio construction and management, trade and rebalancing, compliance, performance measurement, sleeve level accounting, reconciliation, and client reporting. For over seventeen years broker dealers, investment managers, bank trusts, and advisors have turned to Vestmark to help them improve their operating…