Vestmark, a leading provider of wealth management technology and services, has been named by Vanguard to support Vanguard Custom Model Portfolios, a new offering aimed at registered investment advisors (RIAs).
Under the arrangement, Vestmark will supply the trading, tax-management and advisor-service infrastructure needed to help wealth managers implement more tailored portfolios for clients while operating at scale.
Vanguard Custom Model Portfolios give advisors the ability to adjust certain Vanguard multi-asset and single-asset-class models so they better reflect individual client needs around investment products, asset classes and management approach, all while preserving Vanguard’s low-cost, disciplined investment philosophy.
Vestmark’s platform is built to handle open-architecture portfolios, meaning it can combine mutual funds, exchange-traded funds, separately managed accounts, direct indexing strategies and alternative investments inside a single managed account structure. As part of the collaboration, Vestmark will handle the trading, rebalancing, tax-aware transitions and continuous tax management required to run these portfolios at volume.
RIAs using the new offering will also gain access to a white-labelled digital portal, giving them the ability to monitor account performance, raise service requests, build client proposals and carry out tax-transition analysis.
Vestmark works with six of the ten largest managed account programme providers in the industry. Its technology underpins more than $2trn in assets, in excess of five million investor accounts, and services more than 72,000 financial advisors, with functionality covering unified managed accounts, direct indexing, tax optimisation, model portfolio distribution and fixed income management.
The partnership forms part of Vanguard’s broader push to widen access to customisable model portfolios across the RIA channel, drawing on Vestmark’s custodial platform integrations and track record supporting large-scale managed account programmes.
Karl Roessner, Chief Executive Officer at Vestmark, said, “Vanguard has built its reputation around disciplined investing, low costs and long-term investor outcomes.
“By combining that investment expertise with Vestmark’s portfolio-management, trading and tax-management infrastructure, we can help RIAs deliver greater personalization without adding operational complexity. We are proud to support Vanguard as they bring this new offering to the RIA market.”
Eve Cout, Head of Advisor Solutions, Financial Advisor Services at Vanguard, said, “Advisors increasingly expect access to investment solutions through scalable technology and intuitive workflows.
“By pairing Vanguard Custom Model Portfolios with Vestmark’s established implementation platform, we can help RIAs customize and manage Vanguard portfolios efficiently while retaining investment rigor and control over important investment decisions.”
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