WAKEFIELD, MA--(Marketwired - May 22, 2013) - Vestmark, a leading innovator of advisory solutions and wealth management technology, today announced the availability of VestmarkONE Advisor, a flexible solution that empowers financial advisors to manage all fee-based advisory accounts and monitor their entire book of business in real time.
Providing advisors with a single platform to manage the entire client relationship, VestmarkONE Advisor offers real time account oversight, flexible trading tools, model management and rebalancing, daily performance, and client-ready reporting on-demand. VestmarkONE Advisor also supports advisors in delivering optimal investment solutions tailored to each client in an efficient and scalable manner. VestmarkONE Advisor's unique visualization and proactive alerting capabilities surface relationships and portfolios requiring attention. From there, the modeling, rebalancing, and block trading tools of VestmarkONE Advisor simplify and streamline the implementation of trading ideas and strategies across one or more portfolios, with built-in pre-trade compliance checks and tax management for every order.
For home offices, VestmarkONE Advisor offers a series of compliance controls and "guardrails" to limit the trading and portfolio management activities an advisor can perform. These controls can be tuned per advisor, allowing firms to flexibly support the varying needs and capabilities of a diverse financial advisor community while diligently enforcing and monitoring all portfolios.
"VestmarkONE Advisor is a secure, cloud-based platform that enables financial advisors to manage all advisory accounts and seamlessly navigate client relationships at the household level, including held-away assets. Harnessing VestmarkONE Advisor's flexibility and intuitive design, financial services firms and wealth management providers can now incorporate their advisors into an integrated investment process that supports all advisory programs," said Rob Klapprodt, President of Vestmark Software. "Vestmark has and will continue to advance the Advisory solutions business through our innovative technology, award winning client service and extensive industry expertise."
To learn more about VestmarkONE Advisor, please click here.
About Vestmark
Vestmark provides VestmarkONE, a unified wealth management platform offering comprehensive, real time technology that enables Broker-Dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver holistic wealth management and a full range of advisory solutions. Vestmark's experienced team works closely with clients to implement tailored solutions incorporating best practices that help firms gather more assets, increase efficiencies and minimize operating risks. For more information about Vestmark's solutions, please call 781-224-3640, email inquiry@vestmark.com or visit www.vestmark.com.
Contact Information:
Vestmark
781-224-3640
www.vestmark.com