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Vestmark's SaaS-based wealth management technology and services enable you to evolve your business with the changing needs of investors. 

Our VestmarkONE® platform offers full support for your investment management process across any and all account types – Trust-Managed

Ease the complexity of
managing wealth

Flexibly support the needs of your advisors and their investors while maintaining home office consistency and control 

Accounts, Non-Discretionary Programs, Outside Manager Programs (SMA), Unified Managed Accounts (UMA), Unified Managed Households (UMH) – throughout the full investment lifecycle. 

VestmarkONE Brochure for Bank Trusts