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TECHNOLOGY PROVIDERS Rebalancing
VESTMARK
Rebalancing Engine
VestmarkONE’s tax-aware trading and rebalancing tools make managing personalized portfolios simple and seamless. By incorporating optimal tax-lot selection, client custom account settings and rules-based workflows, including pre-trade compliance checks, VestmarkONE helps advisors rebalance across thousands of accounts, models, programs, or an entire book of business. Additionally, Vestmark has made enhancements in offering the ability to efficiently manage and rebalance client portfolios at the household level, making holistic management of a client’s account more effective and creating time savings for portfolio managers and advisors. With Vestmark’s rebalancing tools, firms can deliver personalized portfolios at scale, and now in a more holistic way, with a consolidated view of the client household.
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.
232 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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