Vestmark

We are recognizing the people who consistently put Vestmark’s values into action! Our Q1 Value Ambassadors show what it means to bring these values to life every day: 👉 Own It 👉 We Before Me 👉 Positive Energy 👉 Knowledge Explorer They lead by example, solve problems thoughtfully, support their teams, always, and help create an environment where great work thrives. We’re proud to celebrate their impact across Vestmark. #CompanyCulture #MakeYourMark Chris Rossino, Brian Thomas, Matthew Lyons, Christina Martell, Parker Cox, Leslie Reardon, David Galvin, Conor Maselli, PMP®, Brad L., Nelson J. Prieto, Joe Connors, Samuel Karkache, Lauren Brown, Tim Gourley, Matthew Avery, Alex G.

Citywire takes an in-depth look at Vestmark Pulse and how firms can move from reactive to proactive portfolio management. As our CEO Karl Roessner shared: “The real winner in this space is going to be the platform that can make itself truly accessible and available, that is working 24/7 for the wealth manager who’s using the platform… We can surface all of that information in a way that helps them move forward while staying in control.” Pulse works continuously in the background, monitoring portfolio positions, market news and events, SEC filings, and client CRM data to identify what needs attention and surface suggested actions within Vestmark workflows. Everything stays within the same platform and compliance framework firms already rely on. Read the full piece to see how Pulse is helping firms identify what matters and act on it with greater speed and consistency. Read the full Citywire article: https://hubs.ly/Q04gFrqM0 Learn more about Pulse: https://lnkd.in/eQSc_NbU #AdvisorTech #AITools #WealthManagement

Today, we’re proud to introduce Vestmark Pulse, the industry’s first AI solution for wealth managers to continuously monitor client portfolios, surface suggested actions, and drive execution. Working in the background, Pulse analyzes portfolio positions, SEC filings, market news and events, and client CRM data to identify what needs attention across the book of business. What once took hours of manual analysis can now be surfaced in seconds within a unified workflow, while advisors maintain full oversight and decision-making authority. Built on the platform Vestmark uses to support portfolio management for some of the largest wealth management firms in the country, Pulse helps firms act faster, improve consistency across teams, and stay focused on what matters most using a platform they already trust. 👉 Read the full announcement to learn more: https://hubs.ly/Q04gcQZB0 #WealthManagement #Fintech #AI

If you’re someone who thrives on building strong client relationships and turning strategy into business impact, this role might be for you. We’re hiring a Senior Client Success Manager at Vestmark, where you’ll partner closely with clients and play a key role in shaping the overall client experience. It’s a great opportunity to work at the intersection of wealth management, technology, and client strategy alongside a highly collaborative team. 👉 Learn more and apply: https://hubs.ly/Q04fYGvm0 #Hiring #FintechCareers #MakeYourMark

Every portfolio change has a tax consequence for the client, and RIAs deserve a platform that allows them to consistently execute transitions with confidence and clarity. Vestmark helps RIAs plan transitions with capital gains budgets tailored to each client’s situation so decisions are made with the full picture in view. 👉 Learn more about tax-aware transition planning that keeps tax impact controlled and outcomes aligned: https://hubs.ly/Q04dY2Xd0 #RIA #WealthManagement #TaxOptimization

When execution is complex, efficiency suffers. Vestmark’s trading dashboard is designed to simplify how wealth managers move from insight to action, reducing friction and supporting more consistent, scalable execution. RIAs need more control where it counts. 👉 Explore what else is new at Vestmark: https://hubs.ly/Q04dYbDD0 #WealthManagement #AdvisorTech

Vestmark is proud to sponsor and participate in the Expect Miracles Foundation Distance Challenge, supporting a cause that’s making a real difference. This incredible initiative brings the financial services community together to raise funds for cancer research and provide financial assistance to young adult cancer survivors. Even more impactful, 100% of participant-raised dollars go directly to this mission. Our team is moving with purpose, and we’re grateful to be part of an effort that brings hope and support to those who need it most. If you’d like to learn more or support the cause, you can do so here: https://hubs.ly/Q04dX7-t0 #ExpectMiraclesFoundation #HowFarWillYouGo #GoTheDistance #IExpectMiracles #CancerIsntFree Expect Miracles Foundation - Financial Services Against Cancer

AI isn’t coming to wealth management. It’s already here, reshaping it. Proposal generation shouldn’t slow your advisors down. Vestmark's Advisor Assistant can help turn natural language into proposals, compare options in real time, and surface the right data instantly— all within your existing workflow. ⚙️ Less time building proposals. 🚀 More time winning business and serving clients. Learn more about our Advisor Assistant here: https://hubs.ly/Q04dS7x00 #Wealthtech #WealthManagement #AdvisorTechnology

Patriots’ Day is a reminder that progress is built on resilience and the discipline to keep moving forward. We’re proud to be based in the Boston area and to carry that same determination and endurance into the work we do every day. Wishing everyone a meaningful Patriots’ Day, and good luck to all running today! #PatriotsDay #BostonMarathon

Not your typical team meeting! 🌷 Last week, the office was filled with fresh flowers and creativity as we hosted a floral arranging class, with everyone designing their own bouquet. A small pause in the week that brought a lot of color, connection, and a different kind of collaboration. #CompanyCulture