Vestmark improves service reliability and accelerates AI innovation with Dynatrace

Vestmark provides a portfolio management and financial advisor trading platform that supports time-sensitive trading activity for its clients. The high value nature of transactions, coupled with the fast-paced nature of the financial services industry means that the reliability of Vestmark’s platform is essential. If services are unavailable during the trading day, it could prevent trades from being executed on time and impact customers’ financial outcomes.

To protect the integrity of these services and maximize customer satisfaction, Vestmark must maintain consistently high levels of performance and availability across its applications and infrastructure. This requires clear, real-time visibility into the health of digital services, so teams can quickly identify issues and resolve them before they affect users or disrupt critical trading activity. That capability will become even more essential as Vestmark continues with its plans to develop custom AI agents.

As Vestmark’s platform continued to evolve, the company regularly reviewed its observability strategy to ensure teams had the insights they need to support reliable services for clients. Vestmark came to realize it needed to unify observability across its technology environment to turn siloed data into insights. Vestmark selected Dynatrace as its unified observability platform due to its strong reputation in the industry as a Leader in Gartner’s Magic Quadrant, and its ability to bring multiple capabilities together in a single solution.

“Dynatrace brings all our data together in one place and turns it into actionable information,” said Dan Mezynski, Senior Manager, Observability Engineering, Vestmark. “Dynatrace points us to problems quickly and gives our teams a clear view of what’s happening across our environment. That visibility helps us to ensure our production systems are running smoothly and that we’re consistently delivering high quality trading experiences to our customers.”

• Tool consolidation: Vestmark consolidated several monitoring capabilities into Dynatrace, including application performance and log management. Bringing these capabilities together into a single platform provided a unified view across the company’s environment and removed the need for teams to switch between different systems to gather insights.

• Faster root cause identification: Dynatrace Intelligence helps teams to quickly identify the root cause of issues within complex services across its trading platform. Instead of manually searching across multiple dashboards and pulling together data for analysis, with Dynatrace, teams can quickly understand issues and resolve them before client activity is disrupted.

• Improved development confidence: Engineering teams use Dynatrace to compare application performance before and after deployments. This enables them to validate that code changes function as expected and ensures that releases do not negatively affect system performance. As a result, teams deploy updates more confidently with the ability to maintain consistent service quality. Vestmark also intends to use Dynatrace SLO Guardian in the future to add quality gates to its software delivery lifecycle so its engineers can innovate faster, more safely.

• Accelerating AI innovation: Vestmark is developing AI agents to help users navigate its platform and complete tasks more efficiently. Dynatrace provides visibility into these applications by ingesting data through OpenLLMetry. This provides real-time insight into the costs, performance, and quality of the answers that agents deliver, as well as helping to enforce controls and guardrails. As a result, Vestmark can accelerate its AI roadmap while maintaining high standards of reliability.

“What I love most about Dynatrace is that it brings all of our data together into one place and gives us a powerful way to analyze the issues our clients experience,” said Justin Keating, Senior Manager, Production Support, Vestmark. “We needed continuous observability into our environments so we can provide better service, and Dynatrace enables that. Beyond the platform itself, the people behind Dynatrace have been great partners. They work closely with us, help us build the right solutions, and support us as we continue improving how we serve our clients.”