"If the advisor has to initiate, you've already lost." Freedom Dumlao, our Chief Technology Officer and Chief AI Officer, recently sat down with James Rogers at @investmentnews as part of our 5-Star Technology Award recognition. He talks about Vestmark Pulse, modernizing the engine while the car is running, and why personalization stopped being something firms reserve for the top of their book. Worth the watch, especially if you are thinking about where AI actually belongs in your firm's day-to-day. hubs.ly/Q04yLyKz0 #Wealthtech #AI

A financial plan is only as valuable as an advisor’s ability to put it into action. In a piece for @ThinkAdvisor, our EVP of Advisory Solutions Rob Battista examines the “planning implementation gap” and why disconnected technology can make it difficult to translate planning recommendations into portfolio decisions. He explores how connecting planning, portfolio construction and ongoing monitoring can give advisors a clearer view of how a client’s investments align with their broader goals, while reducing the manual work required to keep the two in sync. Read Rob’s full piece below! hubs.ly/Q04xYhXT0 #WealthManagement #WealthTech #FinancialAdvisors

Are traditional model portfolios still enough for today’s advisor? In a recent appearance on the “Market Views from 6,230” podcast with Ryan Nauman, our EVP of Advisory Solutions Rob Battista breaks down how wealth managers increasingly need custom models as more shift toward personalized, tax-aware investment strategies. Rob discusses the limitations of traditional models, how custom models can support multi-manager open architecture, and how incorporating ETFs, SMAs, direct indexing, bonds and alternatives within a UMA can give advisors greater flexibility. He also explains how outsourcing complex portfolio implementation can help advisors spend more time focused on clients and growing their businesses. Listen to the full interview: hubs.ly/Q04xSXNY0 #WealthManagement #Wealthtech #AssetManagement

Vestmark is heading to Future Proof Festival next month! If you’re thinking about how to modernize your technology stack without disrupting what already works, or how to deliver more personalized investment experiences without adding operational complexity, we’d love to connect. 👉 Find us at booth 220 in Zone 1. Stop by to meet with our team, catch up, or talk about what’s next for your business. See you on the boardwalk! #FutureProof #WealthTech #WealthManagement

For 25 years, Vestmark has evolved alongside the wealth management industry while staying focused on a constant: helping wealth managers better serve their clients. In a recent interview with @finplan, our CEO Karl Roessner reflected on Vestmark's growth over the past quarter century, our expanding presence in the RIA market, and why listening to clients and earning their trust remain central to how we build technology. Karl also discussed how we're putting AI to work across the business, from improving internal productivity and workflows to using agentic technology in Vestmark Pulse to continuously monitor portfolios, market activity and news and surface timely opportunities for advisors to take action. As we build the next generation of AI-native wealth management technology, some things won't change: the experience of our longstanding team, our focus on our clients and the trust we've earned over 25 years. Read the full Financial Planning feature: hubs.ly/Q04vbVyN0 #WealthManagement #WealthTech #FinancialAdvisors

"Whether people are buying cars or clothes these days, they expect a very tailored experience. And investors and advisors don’t feel any differently about their investments.” Our EVP of Advisory Solutions, Rob Battista, recently spoke with @TheDailyUpside about Vestmark’s role as an implementation partner for @Vanguard_Group’s new Custom Model Portfolios and the growing demand for greater flexibility and personalization in portfolio management. As Rob explains, advances in investment technology are helping advisors move beyond more rigid, one-size-fits-all approaches while preserving the efficiencies that make model portfolios valuable in the first place. Through Vestmark, advisors can implement Vanguard Custom Model Portfolios with scalable trading, rebalancing, and tax management capabilities to help them deliver more personalized portfolios while maintaining control over key investment decisions. Read more about the evolution of custom model portfolios and what it means for advisors: hubs.ly/Q04sX1VG0 #WealthManagement #WealthTech #FinancialAdvisors

More personalization. More flexibility. Less operational complexity for advisors. Those are the benefits of our new collaboration supporting @Vanguard_Group's Custom Model Portfolios for RIAs. By combining Vanguard’s investment expertise with Vestmark’s portfolio management, trading, and tax management infrastructure, the solution gives advisors the capability to build more personalized portfolios efficiently and at scale. We’re excited to support Vanguard as it expands access to customizable model portfolios that help deliver the investment products clients expect. Read the full announcement below for more on how we're working to make institutional-grade portfolio management more accessible for RIAs. hubs.ly/Q04sLSjY0 #WealthManagement #WealthTech #FinancialAdvisors

25 years. One continuous line of innovation. From building wealth management's first thin client platform in 2003 to launching Vestmark VAST and introducing Pulse, our AI solution for wealth managers, every milestone on this timeline reflects the same commitment: building technology for where the industry is headed, not just where it is today. As we celebrate 25 years, we're proud to share the journey. Watch our anniversary timeline video to see the full story. #WealthManagement #Wealthtech

Today, we’re excited to announce the opening of the Vestmark Center for AI Research and Development, known as the CARD, a new Boston-based hub dedicated to advancing AI-enabled wealth management technology. Led by Chief Technology Officer and Chief AI Officer Freedom Dumlao, the CARD will support the continued growth of Vestmark’s advanced R&D team and expand our AI, engineering and product development capabilities. The center is designed to help our teams build, test, and accelerate new capabilities across portfolio management, trading, tax optimization, and advisor workflows, all with a focus on helping wealth management firms operate more efficiently, personalize client experiences, and scale with greater consistency. The CARD builds on 25 years of Vestmark innovation and reflects our continued investment in the people, technology and ideas shaping what comes next for wealth management. Read today’s announcement: hubs.ly/Q04n33mB0 #WealthManagement #ArtificialIntelligence #Wealthtech

25 years ago, Vestmark set out to help wealth management firms scale with greater intelligence, efficiency, and control. That purpose has guided our platform, our partnerships, and our client relationships ever since. As the industry has evolved from SMAs to UMAs to tax overlay to household-level portfolio management, and now to AI-enabled workflows, Vestmark has continued to build technology designed not only for where wealth management is today but also for where it is headed next. In a new blog post, our CEO Karl Roessner reflects on Vestmark’s 25-year journey, the client relationships and employee dedication that have shaped our growth, and the innovation still ahead. As Karl writes: “After 25 years, we’re still innovating and evolving. And most importantly, we’re still building for what’s next.”' Read the full reflection: hubs.ly/Q04msGJZ0 #WealthManagement #WealthTech #FinancialServices

The demand for personalized portfolios is reshaping how asset managers and wealth firms work together. Customized model solutions, outsourced CIO services, and implementation support are becoming table stakes. The firms built to deliver them at scale are pulling ahead. 👇 Hear from Rob Battista, Executive Vice President of Advisory Solutions at Vestmark, on what that shift looks like in practice. #WealthManagement #PortfolioManagement #FinancialAdvisors

25 years. More than $2 trillion in assets supported. More than five million investor accounts. More than 72,000 financial advisors. Today, Vestmark is proud to mark its 25th anniversary and another major milestone: Vestmark Advisory Solutions surpassing $50 billion in assets under management following fivefold growth over the past 18 months. Since 2001, Vestmark has grown from a modern approach to portfolio accounting, trading and rebalancing into one of the industry’s leading wealth management technology platforms. But as CEO Karl Roessner reflects, technology is only part of the story: “While technology has always been at the center of what we do, our success has ultimately been built on relationships. We are grateful to the clients, partners, and employees who have been part of our journey.” As we look to our next chapter, we remain focused on investing in our technology and teams, expanding our advisory capabilities and developing AI-enabled solutions that help wealth managers operate more efficiently and serve their clients more effectively. To our clients, partners and employees: thank you for being part of the journey. Read the full announcement: hubs.ly/Q04lRsZf0 #WealthTech #WealthManagement #25Years

Every hour your team spends navigating disconnected systems is an hour not spent on clients. When proposals, accounts, trading, and reporting live in separate tools, operational drag compounds fast, and so does the risk of errors that erode client trust. A single platform changes that. Vestmark centralizes the full portfolio lifecycle so your team can work more efficiently, report more accurately, and scale without adding operational complexity. 👉 See how Vestmark supports growing RIAs: hubs.ly/Q04lKYLb0 #RIA #WealthManagement #AdvisorTech

What does it look like when AI helps wealth teams move from insight to action? At @Wealth__Edge, our Chief Technology Officer & Chief AI Officer @APIguy showed exactly that with a live demo of Pulse: a first-of-its-kind AI intelligence solution that continuously monitors portfolios, market news and events, regulatory filings, and client CRM data. While an advisor is focused on growing their book of business or building client relationships, Pulse can identify a concentrated tech position sitting underwater in a client's portfolio, surface thousands of dollars in tax alpha, and signal a compliant ETF swap, all with compliance checks run and the trade staged for advisor approval. That's the difference when you move from reactive service to proactive engagement. With actionable insights and signals surfaced in real-time, nothing slips through the cracks, and no opportunity goes unnoticed. If you missed the demo and want to see Pulse in action, comment below or message us directly. In the meantime, take a closer look at Pulse: hubs.ly/Q04l3_JG0 #WMEDGE #AdvisorTools #WealthManagement

We're teeing up for a great cause. ⛳ Vestmark is excited to sponsor the 2026 Expect Miracles East Coast Classic, bringing together professionals from across the financial services industry for a day of connection, friendly competition, and fundraising in support of the cancer community. Through events like this, Expect Miracles funds cancer research and provides financial assistance to patients and families navigating the challenges of a cancer diagnosis. Learn more about Expect Miracles and how you can support its mission: hubs.ly/Q04jMPT10 #ExpectMiracles #FinancialServices

Today’s clients expect more personalization, more responsiveness, and better outcomes. Vestmark helps advisors deliver all three with: – Unified portfolio management – Tax-aware trading and transitions – Multi-account proposals – AI-powered workflow automation To be ready for the future of wealth management that's scalable, intelligent, and advisor-first, firms need a solution that helps them grow while staying focused on what matters most: their clients. See what Vestmark is doing to prepare for what's next: hubs.ly/Q04j3LBM0 #WealthManagement #Wealthtech

AI adoption in wealth management is accelerating. The challenge? Making sure it’s implemented responsibly. At a recent Amazon Web Services (AWS) Financial Services quarterly meetup, Vestmark Principal Product Owner Joe Dumont discussed what responsible AI means in practice for financial services organizations, including the importance of transparency, governance, and building systems that advisors and clients can trust. As firms explore new ways to apply AI across operations and client experiences, responsible AI frameworks are becoming essential to scaling innovation with confidence. Tune in to the conversation and learn some key considerations for building and deploying AI responsibly in financial services: hubs.ly/Q04hFksj0 #AI #ResponsibleAI #WealthManagement