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.

With us, trademarks are a piece of cake! We provide brand registration for the European Union, the United Kingdom, and 5 more locations. Just choose where you want to register your trademark and fill out a simple form. You can track the entire process online, with up-to-date information on the status of your trademark registration available 24/7. Throughout your registration process, our specialists in the field of industrial law are always available to assist you.