With VestmarkONE, Janney will continue to enhance its managed accounts programs with comprehensive modeling, rebalancing, advisor and home office trading, pre-trade compliance, and post-trade compliance.
Janney’s managed accounts offerings includes a variety of products across the full spectrum of asset classes and these programs are customized to investors’ increasingly complex needs, requiring the ability to effectively managed sophisticated portfolios.
Go deeper with GlobalData
Janney product and research head Ed Walters said that VestmarkONE’s enhanced trading tools and easy-to-use web-based interface will enable it to offer clients superior managed accounts solutions with the capability and flexibility to meet investors’ increasingly complex needs.
Vestmark president Rob Klapprodt said that VestmarkONE will allow Janney to take greater control over managed accounts and investment advisory programs, while providing oversight, active portfolio management and portfolio surveillance.
