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.

DataGrail is a purpose-built platform for legal and security teams to manage personal data for privacy regulations like the GDPR and California's Privacy Act. In today’s ever-changing data privacy environment, individuals expect visibility into how their data is used, processed, and sold.

In order to remain competitive, businesses invested in software, resulting in an explosion of systems managing and processing personal data. These systems, particularly in the sales, marketing, and adjacent spaces, were not built to be compliant. We solve this problem.