Vestmarkā€™s new strategic partnership to support expanding RIA Channel

Vestmark VASTĀ® to help deepen presence among RIAs with custom model portfolios and tax management services.
PRNewswireFebruary 28, 20243 min

Vestmark, Inc., a leading provider of wealth management software and services, and Invesco Ltd., a leading global investment management firm, announced a partnership set to transform the Registered Investment Advisor (RIA) channel. As of today, RIAs using new and existing Invesco models will gain access to Vestmark VASTĀ®, an innovative solution providing personalization and tax management at scale.

Karl Roessner, Chief Executive Officer at Vestmark, welcomed the partnership, saying, “This partnership marks a significant step toward providing RIAs with innovative portfolio solutions, combining Invesco’s investment experience with Vestmark’s breakthrough tax transition and tax management service, VAST. We are confident that this strategic partnership will be a game-changer in the RIA channel.”

Vestmark VAST simplifies the creation of personalized tax-optimized portfolios for financial advisors at scale. Designed to meet advisors and clients where they are, VAST enables the creation of tailored, tax optimized portfolios aligned to each client’s personal situation. Vestmark’s tax transition service also helps to ensure the tax-efficient transition of legacy positions from other accounts or firms.

Backed by Invesco Investment Solutions and offering a multi-manager approach, Invesco’s custom model portfolios are supported by ongoing marketing insights, helping ensure adaptability to evolving market conditions. The portfolios provide investors with multi-asset solutions, offering diversification across investment managers and factors while maintaining cost-effectiveness.

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