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.

Wallester provides innovative, secure, cost-effective payment solutions for all kinds of businesses.

Wallester Business – expense management and card issuing

• Corporate Expense Cards: issuing unlimited amounts of physical and virtual cards in 10 different currencies.
• Expense Control: Real-time transaction monitoring and limit adjustments.
• Payment Approvals: Confirm company purchase requests.
• BIN Sponsorship and Whitelisting: skip 3Dsecure, get your dedicated BINs, and issue an unlimited amount of cards immediately – all you need for media buying
• Invoicing and Budget Management: user-friendly app for easy accounting and efficient budget control.
• Reports: detailed records of all corporate expenses and easy integration via API.
• Wallester Business Payroll program: for simplifying salary payments and enhancing the employee experience.

Get your 300 FREE virtual cards immediately