Vestmark, Inc., a leading provider of wealth management technology and services, 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 personalised 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.
