Vestmark

Vestmark provides portfolio management and trading software tailored for broker-dealers, investment managers, bank trusts, and financial advisors. Its main product, the VestmarkONE platform, simplifies the management of personalized, multi-asset portfolios by offering features like portfolio construction, advanced trading, rebalancing, tax-sensitive trading, compliance, risk management, and automated reconciliation. This integration allows clients to enhance their operational efficiency and reach new audiences. Unlike many competitors, Vestmark focuses on improving middle and back-office operations, enabling clients to concentrate on strategic goals and client interactions. The company's goal is to help financial institutions operate more effectively, ultimately driving growth and client satisfaction.