Vestmark, Inc., a provider of wealth management technology and services, has been selected by Vanguard to support Vanguard Custom Model Portfolios for registered investment advisors (RIAs). Under the collaboration, Vestmark will deliver trading, tax-management, and advisor-service capabilities designed to help wealth managers deliver personalized portfolios efficiently and at scale. The move comes as model portfolios have become one of the fastest-growing distribution channels in asset management, with asset managers increasingly competing to deliver customizable investment solutions through the advisor intermediaries who guide portfolio construction.

Vanguard Custom Model Portfolios enable advisors to modify select Vanguard multi-asset and single-asset-class models to reflect client preferences regarding investment products, asset classes, and management styles, while retaining Vanguard's disciplined investment approach and low-cost structure. The offering represents a notable extension for Vanguard, whose historical strength has been in direct-to-investor distribution, into the technology-enabled advisor workflow that has become central to the rapidly expanding RIA channel.

Vestmark's solution supports open-architecture portfolios that can combine mutual funds, exchange-traded funds, separately managed accounts, direct indexing, and alternative investments within a unified managed account. The platform provides the trading, rebalancing, tax-aware portfolio transitions, and ongoing tax management required to implement and manage these portfolios at scale. Advisors will also gain access to a white-labeled digital experience for viewing accounts and performance, submitting service requests, creating proposals, and conducting tax-transition analyses.

"Vanguard has built its reputation around disciplined investing, low costs and long-term investor outcomes," said Karl Roessner, Chief Executive Officer at Vestmark. "By combining that investment expertise with Vestmark's portfolio-management, trading and tax-management infrastructure, we can help RIAs deliver greater personalization without adding operational complexity. We are proud to support Vanguard as they bring this new offering to the RIA market."

The partnership supports Vanguard's broader initiative to expand access to customizable model portfolios within the RIA channel. Vestmark's integrations with leading custodial platforms and its track record supporting large managed account programs provide a scalable implementation platform for participating firms. For Vestmark, adding Vanguard deepens a platform already used by major asset managers and positions the company as a central technology hub as the industry continues to consolidate managed-account workflows onto unified platforms.

"Advisors increasingly expect access to investment solutions through scalable technology and intuitive workflows," said Eve Cout, Head of Advisor Solutions, Financial Advisor Services at Vanguard. "By pairing Vanguard Custom Model Portfolios with Vestmark's established implementation platform, we can help RIAs customize and manage Vanguard portfolios efficiently while retaining investment rigor and control over important investment decisions."

Vestmark currently supports six of the 10 largest managed account program providers. Its technology underpins more than $2 trillion in assets, over five million investor accounts, and more than 72,000 financial advisors, with capabilities spanning unified managed accounts, direct indexing, tax optimization, model portfolio delivery, and fixed income management.