Vestmark is integrating alternative investments into managed account portfolios with innovation. Traditionally, private market strategies have existed outside the core advisory experience, requiring separate systems, manual processing and complex oversight. Vestmark has changed that by embedding alternatives — including interval funds and subscription-based offerings — directly into SMA and UMA structures. This advancement allows advisors to allocate to both public and private market assets within a single account, supported by digital workflows that simplify onboarding and execution. Advisors maintain sleeve-level transparency, while Vestmark’s VAST UMA platform provides tax-aware portfolio management across the full set of holdings — including alts. The result is a more efficient, scalable way to deliver diversification and tax optimization in a unified experience.