Vestmark, Inc., a leading provider of wealth management technology and services, today announced Vestmark Pulse, the first-of-its-kind AI intelligence solution that enables wealth managers to have 24/7 insight into their clients’ portfolios.
Pulse works continuously in the background, monitoring portfolio positions, SEC filings, market news and events, and client CRM data to identify when attention is needed and surface suggested actions within the Vestmark platform. This helps wealth managers and their teams move from reactive service to more proactive engagement across their book of business. Unlike AI tools that stop at surfacing information, Pulse also helps users act directly within Vestmark workflows, from rebalancing and withdrawals to trade execution and personalized client outreach. For firms, Pulse helps extend proactive oversight, improve consistency across teams, and accelerate action across client portfolios without adding operational complexity.
“The opportunity for AI in wealth management is not to generate more information. Advisors already have more information than they can act on,” said Freedom Dumlao, Chief AI Officer and Chief Technology Officer at Vestmark. “The real opportunity is to close the gap between knowing what matters and doing something about it. Pulse was built for that. It continuously identifies what needs attention, evaluates it in the context of the client and the portfolio, and helps the wealth managers and their teams move directly into action while staying in control.”
With Pulse, when a client’s portfolio breaches a concentration limit, a tax-loss harvesting opportunity emerges, or a market event affects a specific holding, the wealth manager is notified, with the event automatically evaluated against that client’s specific portfolio, constraints, and history and delivered with a clear suggestion on how to take action. Teams can review the suggestions within the Vestmark platform and act in a single click. What previously required hours of manual analysis now happens in seconds within a single workflow, with human-in-the-loop controls preserving advisor oversight and final decision-making authority.
Pulse goes beyond monitoring and alerting in real time to apply judgment to each suggestion and help move that suggestion into execution. By cross-referencing client preferences, communication history, and individual circumstances before surfacing an action, Pulse helps ensure every suggestion is tailored to the client, not just a market event, reducing noise and surfacing what truly matters.
Pulse supports a broad and growing range of use cases designed to help firms monitor portfolios, surface opportunities, and drive timely action. Examples include:
- Morning Brief: A personalized daily digest that analyzes overnight market movements across client portfolios, prioritizes actions, and flags upcoming deadlines and planning opportunities.
- Proactive Client Outreach: Identifies clients affected by market events and those most likely to be impacted, and then generates personalized talking points, suggested messaging, and advisor-ready outreach workflows for approval.
- Continuous Portfolio Management: Monitors each account’s holdings against market movements and news, then surfaces trade suggestions informed by client-specific restrictions and tax considerations.
- Meeting Preparation: Delivers a client snapshot including allocation, portfolio performance, attribution, liquidity needs, and suggested talking points formatted for immediate use ahead of client interactions.
- Compliance Pre-Flight: Screens every trade suggestion and client communication against investment policy statements (IPS), constraints, concentration limits, and regulatory requirements before execution. Designed with a human-in-the-loop model, Pulse supports pre-trade compliance workflows while the wealth manager retains full control and execution authority.
Pulse is built on Vestmark’s proven platform infrastructure, including the positions, restrictions, and tax lots that power portfolio management for some of the largest wealth management firms in the country. That data foundation is what standalone AI tools cannot easily replicate.
“Vestmark has spent more than two decades building a platform that rebalances, trades, and reports on over $2 trillion in assets,” said Karl Roessner, Chief Executive Officer at Vestmark. “Pulse builds on that foundation by not only identifying what needs attention but also helping wealth managers act on it directly within the platform. It represents the next step in how Vestmark is helping firms identify what matters, evaluate it in context, and act within the workflows they already use.”
Vestmark Pulse is available to all wealth managers on Vestmark’s platform. For more information, visit vestmark.com/pulse.
About Vestmark
Headquartered in Wakefield, Massachusetts, and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors. Vestmark enables firms to efficiently manage customized client portfolios through an innovative, enterprise-ready platform. Supporting over $2 trillion in assets and five million accounts, Vestmark partners with some of the largest and most respected wealth management firms.
For more information, visit www.vestmark.com or call (781) 224-3640.
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