The platform aims to help wealth managers and their teams move from reactive service to more proactive engagement across their book of business.
Massachusetts-based Vestmark Advisory Solutions (Vestmark) has launched Pulse, an artificial intelligence (AI)-powered engine designed to help wealth managers continuously monitor client portfolios, identify what needs attention and move suggestions into execution. Pulse will also help users act directly within Vestmark workflows The firm said Pulse will operate in the background by monitoring portfolio positions, US Securities and Exchange Commission (SEC) filings, market news and events, a