Articles from Vestmark, Inc.

Vestmark, Inc., a leading provider of wealth management software and services, today announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors (RIAs), broker-dealer representatives, and other advisory professionals.

Vestmark, Inc., a leading provider of wealth management software and services, today announced a distribution partnership with Capital Group, one of the world’s largest and most experienced active asset managers. Registered investment advisors (RIAs) will be able to access a flexible and customizable platform of Capital Group model portfolios, available through their preferred custodian.

Vestmark, Inc., a leading wealth management software and services provider, announced today that Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, will utilize Vestmark’s full suite of services, including Vestmark’s separately managed accounts (SMA) and unified managed accounts (UMA) platforms, Advisor as Portfolio Manager capabilities, and tax management services.

Vestmark, Inc., a leading provider of wealth management software and services, announced today a strategic relationship with Fidelity Investments to provide eligible advisors of RIAs and broker-dealers access to an open-architecture custom model portfolio platform.

Vestmark, Inc., a leading wealth management software and services provider, announced today the launching of a tax-managed unified managed account (UMA) with private assets. This long-awaited capability was developed in partnership with iCapital1, BlackRock, and Dynasty Financial Partners and will be available to RIAs seeking to combine subscription-based alternatives with ETFs, mutual funds, equity SMAs, fixed income SMAs, and direct index SMAs in a single custodial account.