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Luminaries Awards

How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management

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As part of the Luminaries Class of 2023, Vestmark is being recognized in the category of Innovation and Development.

As Senior Vice President for Direct Indexing, David Gordon helps the company connect its technology to the financial advisor community. Through these innovations, Vestmark looks to reduce some of the challenges advisors face, including issues including tax and portfolio management as well as offering new ways to help clients.

In this podcast, Gordon discusses the release earlier this year of Vestmark’s VAST platform and other issues, including:

  • Why there is still plenty of room for innovation in the financial services industry that can help advisors.
  • Best practices for advisors when they want to adopt newer technologies.
  • How innovations such as VAST can help save time and allow advisors more time to focus on clients’ needs.

To hear more of this conversation between David Gordon and moderator Roger Wohlner, press play.


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