Vetted Score
4.6
/ 5.0
Earns a strong score due to its robust feature set, regulatory compliance tools, and intuitive client portal, making it a favorite among advisory firms.
Key Features
Portfolio Management
Create, monitor, and rebalance client portfolios with real-time market data and advanced analytics.
Compliance & Reporting
Automated regulatory compliance checks and customizable reporting for audit readiness.
Client Portal
Secure, white‑label client portal offering performance dashboards, document sharing, and communication tools.
Frequently Asked Questions
The basic plan starts at $49 per user per month, billed annually.
Yes, Vestmark offers native iOS and Android apps that provide full access to portfolio and client portal features.
Vestmark supports integrations with major custodians and popular CRM platforms via APIs and pre‑built connectors.
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Specifications
Pricing Model
Subscription-based SaaS with tiered plans starting at $49 per user per month; enterprise plans available with custom pricing.
Supported Platforms
Web (browser)iOSAndroid