The Vestmark Manager Marketplace makes it easy to deliver your strategies to advisers, broker dealers, and banks without worrying about contract negotiation, invoicing, and fee collection. With one contract, we streamline and accelerate the distribution of your intellectual capital while providing you enhanced insight into how it is being deployed.
Distribute & Grow
Company #1 Name
“Wilshire’s approach to constructing dynamic asset allocation portfolios, access to institutional-caliber investment managers, and market leading risk management tools provide advisors with high quality, outcome-oriented solutions. Vestmark’s Manager Marketplace provides us with an efficient way to deliver our portfolios and research in a competitive cost structure.”
Company #2 Name
“Helping advisors create greater efficiencies in their practices and deliver better investment outcomes to their clients is core to our mission of helping investors reach their financial goals. We build our portfolios for the long term and manage them with a keen eye toward risk putting the needs of the investor front and center. We’re pleased to be part of the Vestmark Manager Marketplace.”
Easily Distribute & ManageYour Intellectual Capital
Improve your time to market and reach potential sponsors with VMM’s single sub-advisory contract. Then use VMM’s intuitive portal to upload your strategies as models or manage separate accounts.
Trust Our Data
The Vestmark technology platform uses a single source of data across all sponsors and programs. This means improved accuracy everywhere your content is delivered. We observe industry best practices and are committed to preserving your data integrity.
Simplify Revenue Collection
The Vestmark Manager Marketplace streamlines invoicing, payment collection, and remittance. All of this is accomplished through a single sub-advisory agreement that streamlines invoicing and payment processing for faster revenue collection.
Track Your Models
VMM’s toolset provides daily transparency and insight into which sponsors are deploying your strategies, and how effectively.
Discretionary / SMA
You can also directly manage assets with Vestmark’s powerful trading tools, compliance controls, and sleeve-level accounting. Our technology enables you to manage assets according to mandate, rebalance when drift occurs, report composite performance, and gain access to a broad custodian and brokerage network.
Let's Get Started
Fill out the form for more information on the Vestmark Manager Marketplace.
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