VistaIntel™ · v0.18
Authorized Personnel · Vistamark Investments LLC
VISTAMARK INVESTMENTS LLC
RIA & Nonprofit Intelligence Platform

Vista
of Intelligence.

VistaIntel™ is Vistamark Investments LLC's research intelligence layer — SEC Form ADV, IRS exempt-organization filings, DOL Form 5500, 13F holdings, endowment and federal-award data, normalized into one queryable database for the desk.

v0.18 build · 07.20.2026
Secure Access

Staff sign-in.

Access is restricted to authorized Vistamark personnel. Sign-in happens on Microsoft's own page at login.microsoftonline.com — this site never asks for or collects your password. Authorization then resolves through VistaCRM, the Vistamark identity hub.

Vistamark M365 Tenant
Encrypted in transit and at rest. Activity logged for compliance under SEC Rule 204-2 books-and-records requirements. Authorization resolves through VistaCRM principals.