Vestmark

Happy Thanksgiving from our family here at Vestmark to you and your family at home. We hope you have a fantastic holiday! #HappyThanksgiving #Thanksgiving2024

Vestmark is searching for an HR Associate to join our team! This role requires a pro-active, analytic, self-motivated individual to support various HR functions, including recruiting, new hire onboarding, benefits administration, training, performance management, and policy implementation. Interested in learning more? Apply now: https://hubs.ly/Q02ZHyDd0 #MakeYourMark #HRAssociate #Hiring

VAST can help you optimize your clients' tax outcomes with our tax management services, including: ? Implementing tax-aware account transitions ? Ongoing tax overlay management ? Ongoing tax-loss harvesting ? And more... Learn how: https://hubs.ly/Q02ZHyDm0 #TaxManagement #TaxLossHarvesting

At Vestmark, innovation is in our DNA, and we are excited to share the latest news from Strive regarding the availability of Strive Direct Indexing powered by Vestmark VAST? on Fidelity and Charles Schwab platforms. Thank you, Strive, for the partnership. We look forward to working together to bring compelling solutions to financial advisors and their clients. #Innovation #DirectIndexing #WealthManagement #VestmarkVAST

In an effort to meet client demand for enhanced user experiences and greater functionality, along with advisor expectations for efficient workflows, powerful features and advanced tools, wealth management firms have made massive investments in technology. But implementation and integration challenges have added complications to the advisor-client relationship that can only be unwound by a focus on tech unification. In part three of our consolidation blog series, we explore the competitive advantages firms can create by eliminating disconnected tools and systems: https://hubs.ly/Q02Zyh4J0 #PlatformConsolidation #WealthManager

Vestmark's Robert Battista, CFA, SVP, Head of Advisory Solutions, moderated an engaging and insightful discussion to explore the dynamic landscape of model portfolios,?as well as the pressing challenges faced by wealth managers today. Alongside speakers,?Izaak Mendelson, CFP?, Head of Model Distribution,?Invesco US, and?Russell Tipper, General Partner,?Edward Jones, Rob leads a discussion of the evolution of model portfolios, to examine the?current limitations and discuss how custom models can help wealth management firms and their advisors stay ahead of the curve and enhance client satisfaction and outcomes. In this clip, Russ discusses the value of personalization and the importance of moving away from a?one-size-fits-most approach?for clients. We want to give special thanks to the?Money Management Institute?for giving us a platform to discuss a topic that is top of mind for many firms across the industry. Watch the full video here:?https://lnkd.in/eibi6f27 #CustomModels #ModelPortfolios #Personalization

The Vestmark team had an incredible time attending #SchwabIMPACT this year in San Francisco from Nov. 19-21! The event was filled with insightful sessions, inspiring speakers, and valuable networking opportunities. Key Takeaways: ? Financial advisors are seeking personalization tools to strengthen client relationships, retain assets across generations, and grow their business by appealing to each client's specific goals. ? Tax-efficient strategies and automated workflows can enhance an advisor's book of business by simplifying personalization. ? Firms are looking for a wealthtech platform that does not compromise on their core objectives: building client trust, achieving long-term success, and empowering advisors. ? Our team gained invaluable insights from this experience, and we are excited to share these insights as we serve industry leaders. Thank you to everyone who visited our booth and Schwab Advisor Services for organizing another successful event! #Networking #WealthManagement #Innovation

Celebrating Innovation and Excellence at Vestmark! We are proud to announce that Vestmark has been recognized as one of the 25 winners in InvestmentNews' New Technology Report for 2024! Technologies and software introduced within the past 24 months were evaluated for inclusion in the New Technology Report. In the article “Best New Technology and Software for Investment Management Professionals” published on November 18, 2024, Robert Battista, CFA, SVP, Head of Advisory Solutions, highlights the importance of intuitive and scalable solutions to meet the growing complexities faced by advisors. “As advisors’ needs become more complex, they simultaneously demand the ability to execute these more complicated transactions in an intuitive and scalable way. This presents tremendous opportunities for solution providers willing to take risks on the leading edge of innovation,” he told InvestmentNews. Our portfolio management solution, VAST, exemplifies this commitment by using a single custody account to streamline processes, reduce manual tasks, and enhance real-time trading capabilities. This innovation not only saves valuable time for advisors but also allows them to focus on what truly matters – their clients. “The wealth management industry wants better solutions and we are working to address this demand by providing the technology platforms that allow advisors to perform better,” Rob said. Check out the full article here: https://hubs.ly/Q02Z3bKC0 Join us in celebrating this recognition and our ongoing commitment to innovation in wealth management! #Innovation #WealthManagement #Technology #FinancialServices #Vestmark #InvestmentNews

Our CEO, Karl Roessner, has published a thought-provoking editorial in Family Wealth Report on the use of Artificial Intelligence (AI) in wealth management. In this piece, Karl elucidates the transformative impact of AI on wealth management firms. From enhancing client interactions to streamlining complex processes, AI is poised to revolutionize the industry. Karl says leading with trust is paramount to harnessing AI’s full potential responsibly. Read the full article here: https://hubs.ly/Q02YZsYW0 Join us in exploring how AI can elevate personalized client service and drive growth in wealth management. It’s time to embrace the future with trust and innovation at the forefront. #ArtificialIntelligence #WealthManagement #Innovation #Leadership #Trust #FinancialServices

Last week, Vestmark celebrated Diwali with traditional cuisine, vibrant decorations, engaging games, and candles representing the triumph of light over darkness. To ensure everyone could join the festivities, we also hosted a Virtual Diwali Bingo for our remote employees. We’re proud to support equality and foster inclusivity through the efforts of our Diversity, Equity, and Inclusion (DEI) Committee! #HappyDiwali #DEI