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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AWS Trusted Advisor is a web-based tool that offers real-time recommendations to assist you in configuring your resources in alignment with AWS best practices. By running checks, Trusted Advisor helps enhance your AWS setup, bolster security and performance, lower overall expenses, and keep an eye on service limits. Regularly utilizing the insights provided by Trusted Advisor is essential, whether you are initiating new processes, building applications, or seeking continuous improvement, as it aids in maintaining the optimal provisioning of your solutions. Users with AWS Basic Support and AWS Developer Support benefit from 6 security assessments (including S3 Bucket Permissions and IAM Use) along with 50 checks on service limits. Conversely, customers with AWS Business Support and AWS Enterprise Support gain access to the complete suite of 115 Trusted Advisor checks, comprising 14 for cost optimization, 17 related to security, 24 focusing on fault tolerance, 10 aimed at performance, and 50 that monitor service limits. This comprehensive approach ensures that users can maximize the efficiency and security of their AWS environments.

Description

The VestmarkONE® platform enhances the ability of wealth management firms and their advisors to achieve superior investor results by streamlining the process of portfolio creation and oversight tailored to individual needs. Renowned for its reliability, this platform is utilized by some of the most esteemed companies in the wealth management sector. It has the capacity to manage the financial needs of hundreds of thousands of households, effectively replacing outdated systems to boost advisor productivity and allow for extensive customization. You can adjust your implementation to perfectly align with your organization's unique requirements and goals. This flexible array of software and outsourced services grants you, rather than your technology provider, the power to customize and oversee the system. It offers advanced solutions tailored even for your smallest client relationships, incorporating options for fixed income modeling, options strategies, unified managed accounts (UMAs), separately managed accounts (SMAs), and beyond. Additionally, the platform ensures that as your business evolves, you can easily adapt your strategies to meet changing market demands and client expectations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

New Relic
Sophos Cloud Optix

Integrations

New Relic
Sophos Cloud Optix

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Amazon

Founded

1994

Country

United States

Website

aws.amazon.com/premiumsupport/technology/trusted-advisor/

Vendor Details

Company Name

Vestmark

Founded

2001

Country

United States

Website

www.vestmark.com/vestmarkone

Product Features

Cloud Management

Access Control
Billing & Provisioning
Capacity Analytics
Cost Management
Demand Monitoring
Multi-Cloud Management
Performance Analytics
SLA Management
Supply Monitoring
Workflow Approval

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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