VestmarkONE

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.

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8.0/10 (Expert Score) ★★★★★
Product is rated as #3 in category Robo-Advisory Software
Ease of use
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Ease of Setup

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.

VestmarkONE
VestmarkONE

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Customer Reviews

VestmarkONE Reviews

User in Financial Services

Advanced user of VestmarkONE
★★★★★
VestmarkOne- Solid Software, can take some time to learn

What do you like best?

Being 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

What do you dislike?

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

Recommendations to others considering the product:

Understand the learning process, but you will see a much larger ability to help clkients and manage portfolio.

What problems are you solving with the product? What benefits have you realized?

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.

Review source: G2.com

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