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TECHNOLOGY PROVIDERS Direct Indexing
VESTMARK, INC.
VAST
Vestmark VAST® is an innovative outsourced portfolio management service focused on personalization at scale. VAST is designed to simplify the advisor’s interaction with clients around personalization through a unique user experience. VAST allows advisors to tailor diversified portfolios to each client's unique investment preferences and tax circumstances and offers active tax overlay across the entire portfolio by holistically including direct indices, SMAs, ETFs and securities in a single tax managed offering. VAST includes tax transition proposals,
allowing for the tax efficient transition of money in motion, whether assets are moving across firms, advisors or from a legacy offering to a tax- managed offering at the same firm. This is accomplished by leveraging the proven flexibility and scale of VestmarkONE® technology and the Vestmark investment team.
Founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a trusted partner to some of the largest and most respected wealth management firms.
205 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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