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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.
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Based on our record, cloudlayer.io seems to be more popular. It has been mentiond 6 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
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pdflayer - Free, powerful HTML to PDF API supporting both URL and raw HTML conversion. Unlimited document size, lightning-fast and compatible PHP, Python, Ruby, etc.
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!
DocRaptor - As the only API powered by the Prince HTML-to-PDF engine, DocRaptor provides the best support for complex PDFs with powerful support for headers, page breaks, page numbers, flexbox, watermarks, accessible PDFs, and much more
Empirica RoboAdvisor - Intelligent Robo Advisory Platform for wealth managers with powerful algorithmic engine to execute sophisticated investment strategies. Demo on request.