The company claims that VestmarkONE is the first custodian and broker-neutral wealth management technology solution optimized for hybrid advisors.
VestmarkONE provides a range of modeling, rebalancing, and block trading tools which simplify and streamline the implementation of trading ideas across brokerage accounts, and discretionary and non-discretionary accounts across all advisory programs.
Go deeper with GlobalData
VestmarkONE includes built-in pre-trade compliance checks and tax management decision-making for each and every order, and captures all audit trail information including OATS data capture and SEC-compliant trade recordkeeping, said the company.
Vestmark CEO John Lunny VestmarkONE provides Broker-Dealers with a single solution to accommodate any advisor’s book of business while providing state of the art compliance and home office surveillance tools.
