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A new turnkey solution that includes outsourced model management, trading, rebalancing and more. The resulting efficiency and productivity gains can generate hard-dollar savings that allow your firm and your advisors to rebalance your focus and time on other revenue-generating activities .
MTS supports models from the home office, third-party managers, your advisors, as well as any of the 500 models available from 120 managers on the Vestmark Manager Marketplace.
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Vestmark Advisory Solutions, Inc. ("VAS") is a Registered Investment Advisor registered in the District of Columbia. VAS provides asset management and related services for clients nationally. VAS will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission ("SEC"), as applicable. VAS renders invidualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.