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VestmarkONE
RobotFX Fluid
Simplewealth
Empirica RoboAdvisor
Scalable
WealthFy
AIRR
Ways2Wealth
VestmarkONE® is an innovative wealth management SaaS solution that simplifies the construction and management of highly tailored portfolios. Wealth management organizations and advisors are positioned to deliver better investor outcomes by simplifying the construction and management of highly-tailored strategies and portfolios. We're trusted by the largest and most respected firms in the industry.
The VestmarkONE platform is a managed account technology platform that lets you build out a diversified asset allocation with securities, active or index-based SMA strategies, mutual funds, ETFs, and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account. The VestmarkONE platform enables tax management and personalization across the entire portfolio – at scale – for even the smallest of accounts.
Bannerify for Figma VestmarkONEBannerwise - We empower marketing teams to unlock the full potential of digital advertising by simplifying and automating digital ad production.
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Simplewealth - Simplewealth is a leading Swiss of robo-advisor. For businesses, we are a provider of white-label technology and investment applications. Based in Zurich, made for European regulation. Contact us today!
BannerFlow - HTML5 display ad production platform
Empirica RoboAdvisor - Intelligent Robo Advisory Platform for wealth managers with powerful algorithmic engine to execute sophisticated investment strategies. Demo on request.