Vestmark 认领应用

VestmarkONE supports a range of advisory solutions, including institutional and private client Separately Managed Accounts (SMA), Advisor-as-Manager, Unified Managed Accounts (UMA), and Unified Managed Households (UMH), in a number of different business model configurations. VestmarkONE is designed to support multiple business models, including model-only programs, open architecture programs, and advisor-discretionary programs.