Vestmark

For over 20 years, our portfolio technology, tax-aware investing, & advisor tools have helped firms grow and thrive.

[Vestmark @Vestmark]

The best ideas in wealth management rarely come from working alone.

Vestmark is proud to sponsor Zenith: The Growth Acceleration Summit, hosted by Elevation Point. It’s a chance for advisory firm leaders to connect with peers, compare notes, and bring fresh thinking back to their teams.

Zenith is built for the people steering growth at wealth management firms, from founders and CEOs to leaders in operations, investments, and technology. Over three days, we’ll be right there with them, trading candid perspectives on scaling operations and elevating the client experience, and heading home with practical ideas to put into action.

We’re looking forward to learning from the community and catching up with friends old and new.

#ElevationPointZenith #WealthManagement

[Vestmark @Vestmark]

Advisors shouldn't have to choose between access to leading investment strategies and the flexibility to customize portfolios for their clients.

Today, Vestmark announced a new collaboration with @ftportfolios to expand customized model portfolio solutions for RIAs. Through the Vestmark Model Marketplace, the offering will initially support First Trust ETF, mutual fund and interval fund strategies, backed by Vestmark's portfolio implementation, trading and tax-management capabilities.

The result: greater flexibility for advisors to build personalized, tax-aware portfolios and manage them efficiently at scale.

Read the full announcement: https://t.co/EfgNOzqmno

#WealthManagement #RIAs #ModelPortfolios

[Vestmark @Vestmark]

✅ AI Investing
✅ Private + public market integration
✅ Macroeconomics

We'll be in Naples sponsoring the Dynasty Investors Forum this year, discussing these topics and so much more – all fundamentally focused on scalable solutions for the modern RIA:

How do investment ideas translate into portfolio construction? How are alternatives, SMAs, and direct indexing brought together in a tax-aware account without adding operational strain?

If you'll be there, let's talk.

#RIA #WealthManagement #WealthTech @DynastyFP

[Vestmark @Vestmark]

Join us in celebrating Rebecca Mackenzie for being recognized as an @investmentnews 2026 Rising Star!

This award celebrates emerging leaders who bring strong performance and innovation to drive the future of wealth management. At Vestmark, we are committed to helping wealth managers succeed, and leaders like Rebecca help advance that mission by turning what advisors and firms tell us they need into the tools they use every day. We see Rebecca’s dedication in how her team serves the 72,000 financial advisors who rely on our platform, and we are thrilled that her achievements are being recognized across the wider community.

Congratulations Rebecca! See the full details here: https://t.co/QKAPlMA56Z

#2026RisingStar #WealthManagement

[Vestmark @Vestmark]

Personalized portfolios help advisors differentiate. Delivering that personalization at scale shouldn't mean added operational complexity.

Today, Vestmark and Allspring Global Investments announced a partnership to help RIAs build and implement personalized, tax-aware model portfolios while maintaining control over asset allocation and portfolio construction.

The collaboration brings together Allspring's actively managed investment strategies with Vestmark's UMA technology and outsourced implementation capabilities. Through Vestmark Advisory Solutions and VAST, advisors gain access to trading, rebalancing, tax-aware transitions, and ongoing tax management.

Learn more about the partnership: https://t.co/YbTPCejaTN

#WealthManagement #RIA #ModelPortfolios

[Vestmark @Vestmark]

IMPACT®2026 is in Boston, and so are we.

RIA leaders aren’t short on ideas. They’re short on time, capacity, and systems that keep up when the firm grows.

How do you onboard more clients without slowing down? How do you modernize without disrupting what already works? How do you scale without adding complexity?

Those are the conversations we’re looking forward to at IMPACT 2026, October 27-29. We’re sponsoring again this year; find us at booth 1619 and come say hello!

#SchwabIMPACT #RIA #WealthManagement @Schwab4RIAs

[Vestmark @Vestmark]

MMI Annual pulls together the people actually building what's next for investment advisory businesses. Three days in Boston, with sessions on platform economics, technology decisions, and where the industry is headed.

Vestmark is a proud sponsor of MMI Annual and excited to be a part of it again this year. We'll be at booth 15, will we see you there?

#MMIAnnual2026 #WealthManagement #FinancialAdvisors

[Vestmark @Vestmark]

"If the advisor has to initiate, you've already lost."

Freedom Dumlao, our Chief Technology Officer and Chief AI Officer, recently sat down with James Rogers at @investmentnews as part of our 5-Star Technology Award recognition. He talks about Vestmark Pulse, modernizing the engine while the car is running, and why personalization stopped being something firms reserve for the top of their book.

Worth the watch, especially if you are thinking about where AI actually belongs in your firm's day-to-day.

https://t.co/1skR7qKgG1

#Wealthtech #AI

[Vestmark @Vestmark]

A financial plan is only as valuable as an advisor’s ability to put it into action.

In a piece for @ThinkAdvisor, our EVP of Advisory Solutions Rob Battista examines the “planning implementation gap” and why disconnected technology can make it difficult to translate planning recommendations into portfolio decisions.

He explores how connecting planning, portfolio construction and ongoing monitoring can give advisors a clearer view of how a client’s investments align with their broader goals, while reducing the manual work required to keep the two in sync.

Read Rob’s full piece below!

https://t.co/ofpTnOqR1l

#WealthManagement #WealthTech #FinancialAdvisors

[Vestmark @Vestmark]

Are traditional model portfolios still enough for today’s advisor?

In a recent appearance on the “Market Views from 6,230” podcast with Ryan Nauman, our EVP of Advisory Solutions Rob Battista breaks down how wealth managers increasingly need custom models as more shift toward personalized, tax-aware investment strategies.

Rob discusses the limitations of traditional models, how custom models can support multi-manager open architecture, and how incorporating ETFs, SMAs, direct indexing, bonds and alternatives within a UMA can give advisors greater flexibility.

He also explains how outsourcing complex portfolio implementation can help advisors spend more time focused on clients and growing their businesses. Listen to the full interview:

https://t.co/pcKcm7U8oc

#WealthManagement #Wealthtech #AssetManagement

[Vestmark @Vestmark]

Vestmark is heading to Future Proof Festival next month!

If you’re thinking about how to modernize your technology stack without disrupting what already works, or how to deliver more personalized investment experiences without adding operational complexity, we’d love to connect.

👉 Find us at booth 220 in Zone 1. Stop by to meet with our team, catch up, or talk about what’s next for your business.

See you on the boardwalk!

#FutureProof #WealthTech #WealthManagement

[Vestmark @Vestmark]

For 25 years, Vestmark has evolved alongside the wealth management industry while staying focused on a constant: helping wealth managers better serve their clients.

In a recent interview with @finplan, our CEO Karl Roessner reflected on Vestmark's growth over the past quarter century, our expanding presence in the RIA market, and why listening to clients and earning their trust remain central to how we build technology.

Karl also discussed how we're putting AI to work across the business, from improving internal productivity and workflows to using agentic technology in Vestmark Pulse to continuously monitor portfolios, market activity and news and surface timely opportunities for advisors to take action.

As we build the next generation of AI-native wealth management technology, some things won't change: the experience of our longstanding team, our focus on our clients and the trust we've earned over 25 years.

Read the full Financial Planning feature: https://t.co/GxnFgiWcDY

#WealthManagement #WealthTech #FinancialAdvisors

[Vestmark @Vestmark]

"Whether people are buying cars or clothes these days, they expect a very tailored experience. And investors and advisors don’t feel any differently about their investments.”

Our EVP of Advisory Solutions, Rob Battista, recently spoke with @TheDailyUpside about Vestmark’s role as an implementation partner for @Vanguard_Group’s new Custom Model Portfolios and the growing demand for greater flexibility and personalization in portfolio management.

As Rob explains, advances in investment technology are helping advisors move beyond more rigid, one-size-fits-all approaches while preserving the efficiencies that make model portfolios valuable in the first place.

Through Vestmark, advisors can implement Vanguard Custom Model Portfolios with scalable trading, rebalancing, and tax management capabilities to help them deliver more personalized portfolios while maintaining control over key investment decisions.

Read more about the evolution of custom model portfolios and what it means for advisors: https://t.co/84eAjWp24Y

#WealthManagement #WealthTech #FinancialAdvisors

[Vestmark @Vestmark]

More personalization. More flexibility. Less operational complexity for advisors.

Those are the benefits of our new collaboration supporting @Vanguard_Group's Custom Model Portfolios for RIAs.

By combining Vanguard’s investment expertise with Vestmark’s portfolio management, trading, and tax management infrastructure, the solution gives advisors the capability to build more personalized portfolios efficiently and at scale.

We’re excited to support Vanguard as it expands access to customizable model portfolios that help deliver the investment products clients expect. Read the full announcement below for more on how we're working to make institutional-grade portfolio management more accessible for RIAs.

https://t.co/9Sjtnldn7Q

#WealthManagement #WealthTech #FinancialAdvisors

[Vestmark @Vestmark]

Get all the details and explore Pulse yourself here: https://t.co/GN1yIWLqa7

[Vestmark @Vestmark]

Meet Vestmark Pulse.

Pulse is a first-of-its-kind AI intelligence solution that continuously monitors portfolios, market news, regulatory filings, and client CRM data. Built to understand positions, restrictions, tax lots, and workflows, Pulse does more than summarize; it helps users move from insight to action within the Vestmark platform.

Watch the demo here 👇

#WealthManagement #WealthTech #FinancialAdvisors

[Vestmark @Vestmark]

25 years. One continuous line of innovation.

From building wealth management's first thin client platform in 2003 to launching Vestmark VAST and introducing Pulse, our AI solution for wealth managers, every milestone on this timeline reflects the same commitment: building technology for where the industry is headed, not just where it is today.

As we celebrate 25 years, we're proud to share the journey. Watch our anniversary timeline video to see the full story.

#WealthManagement #Wealthtech

[Vestmark @Vestmark]

Today, we’re excited to announce the opening of the Vestmark Center for AI Research and Development, known as the CARD, a new Boston-based hub dedicated to advancing AI-enabled wealth management technology.

Led by Chief Technology Officer and Chief AI Officer Freedom Dumlao, the CARD will support the continued growth of Vestmark’s advanced R&D team and expand our AI, engineering and product development capabilities.

The center is designed to help our teams build, test, and accelerate new capabilities across portfolio management, trading, tax optimization, and advisor workflows, all with a focus on helping wealth management firms operate more efficiently, personalize client experiences, and scale with greater consistency.

The CARD builds on 25 years of Vestmark innovation and reflects our continued investment in the people, technology and ideas shaping what comes next for wealth management.

Read today’s announcement: https://t.co/KR1I2bwf1G

#WealthManagement #ArtificialIntelligence #Wealthtech

[Vestmark @Vestmark]

25 years ago, Vestmark set out to help wealth management firms scale with greater intelligence, efficiency, and control.

That purpose has guided our platform, our partnerships, and our client relationships ever since.

As the industry has evolved from SMAs to UMAs to tax overlay to household-level portfolio management, and now to AI-enabled workflows, Vestmark has continued to build technology designed not only for where wealth management is today but also for where it is headed next.

In a new blog post, our CEO Karl Roessner reflects on Vestmark’s 25-year journey, the client relationships and employee dedication that have shaped our growth, and the innovation still ahead.

As Karl writes: “After 25 years, we’re still innovating and evolving. And most importantly, we’re still building for what’s next.”'

Read the full reflection: https://t.co/RoB7v0JiLk

#WealthManagement #WealthTech #FinancialServices