VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.
Customer Reviews
User in Financial Services
Advanced user of VestmarkONEBeing able to organize portfolios into "products" and track clients by them is very helpful when having a meeting. The wide range of ways to execute trades is nice as well
it's sometimes not intuitive on how to process a trade or how to put money on restriction. After you figure out these things though it's a few simple step
Understand the learning process, but you will see a much larger ability to help clkients and manage portfolio.
Cuts down rebalance time, able to view and update portfolios and create new one faster. This is great when clients have multiple accounts in SMA, UMA etc.
