The platform allows the management of discretionary and non-discretionary accounts, brokerage accounts, retirement accounts, trust accounts, and accounts held away. For these client relationships, the platform supports a range of advisory services including unified managed accounts, unified managed households, mutual fund and ETF advisory, advisor as portfolio manager, and separately managed accounts.

Using the platform, the firm says advisors have a complete view of their book, and access to alerting capabilities, which highlight relationships and portfolios requiring attention.

VestmarkONE also provides modeling, rebalancing, and block-trading tools, designed to streamline the implementation of trading ideas and strategies across one or more portfolios, with built-in pre-trade compliance checks and tax management decision-making for each order, the company said.

Over the past year, assets managed on Vestmark have increased by more than $100 billion, from both new clients and asset growth from existing clients, according to the firm.