Vestmark
Vestmark provides VestmarkONE, a unified wealth management platform offering comprehensive, real-time technology that enables broker-dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver holistic wealth management and a full range of advisory solutions. With VestmarkONE, the entire breadth of the client relationship can be managed, including discretionary and non-discretionary accounts, brokerage accounts, retirement accounts, trust accounts, and accounts held away.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Leverage Veo client data to manage your client relationships
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