VestmarkONEVestmark
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Related Products
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About
We've built Fundment to transform your investment and at-retirement capabilities, helping you help clients achieve what they want with their money. Powerful advisory portfolio management capabilities and access to an extensive MPS marketplace, for however you run portfolios. Our modern technology includes automated account opening, digital drawdown, and straight-through processing, helping you work efficiently and productively. We have a history of anticipating advisers' needs; listening to what you want and responding to it. Faster migrations with bulk client data uploads and illustrations, plus digital document processing. Integrations with your preferred back-office and cashflow model providers. Agile and nimble technology is driven by your needs, not by the competing demands of providers using the same third-party technology. Get faster migrations with bulk client data uploads and digital documents and processing as standard.
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About
The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a solution to manage their investments and process their documents
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Audience
Wealth management and portfolio management organizations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFundment
Founded: 2014
United Kingdom
www.fundment.com/platform
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Company InformationVestmark
Founded: 2001
United States
www.vestmark.com/vestmarkone
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Categories |
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Integrations
intelliflo portfolio
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