G2

UF

Verified User in Financial Services

Enterprise (> 1000 emp.)

9/6/2019

"VestmarkOne- Solid Software, can take some time to learn"

4/5

What do you like best about VestmarkONE?

Being able to organize portfolios into "products" and track clients by them is very helpful when having a meeting. The wide range of ways to execute trades is nice as well Review collected by and hosted on G2.com.

What do you dislike about VestmarkONE?

it's sometimes not intuitive on how to process a trade or how to put money on restriction. After you figure out these things though it's a few simple step Review collected by and hosted on G2.com.

Recommendations to others considering VestmarkONE:

Understand the learning process, but you will see a much larger ability to help clients and manage portfolio. Review collected by and hosted on G2.com.

What problems is VestmarkONE solving and how is that benefiting you?

Cuts down rebalance time, able to view and update portfolios and create new one faster. This is great when clients have multiple accounts in SMA, UMA etc. Review collected by and hosted on G2.com.