| Unified (All-In-One) Systems
The VestmarkONE platform is an innovative wealth management SaaS solution that enables broker dealers, RIAs and asset managers to deliver better investor outcomes by simplifying the construction and management of highly tailored portfolios. Over the past 18 months, the VestmarkONE platform has updated its portfolio management functionality around trading and rebalancing to simplify and streamline the process for users. Additionally, new trade types were added to streamline efficiency and offer quick workflows for users, specifically in the wake of the market volatility experienced last year. Vestmark has also released enhancements to help mitigate risk and improve compliance, and expanded functionality around the processes of portfolio construction to increase flexibility of workflows with portfolio analytics, and improve fee administration functionality.