Optimizing Your Advisory Business with a Unified Platform

By Haley Sayre, Associate Marketing Analyst


It used to make sense to pursue specific business applications to solve a specific challenge, but as the industry continues to evolve, so does the technology.

Using multiple systems opens the door to regulatory risk and operational inefficiencies, so switching to a consolidated platform seems like a simple choice. But when you factor in time, client transition, flexibility and most importantly, which technology or technologies to use, it becomes complicated.

And yet the industry has gotten to the point where continuing to use a discrete technology solution for each advisory program has become prohibitive to the growth of the advisory business. The solution is there in the form of a unified advisory platform. So, again: Why aren’t we there yet?


Platform consolidation is no simple task. Whether you are engaging a third-party vendor or building a proprietary platform, there are realties that need to be considered. The first and foremost of these is the client and advisor relationship. Moving to a consolidated platform strengthens the relationship and permits the advisor to deliver the next generation of financial advice to their clients.

The VestmarkONE® platform allows advisors to run programs as they do today, while giving them the option to consolidate when ready. Our compelling platform eliminates the constant battle of coordinating numerous technology solutions by consolidating them onto a single advisory platform, supporting all your advisory programs and workflows.

Looking to learn more about platform consolidation with VestmarkONE®? Register for our Webinar September 19th here.

[1] Most Managed Account Sponsors Expected to Consolidate onto One Platform

By Haley Sayre, Associate Marketing Analyst