Vestmark Named Finalist in 2015 MMI Industry Leadership Awards

Wakefield, MA – April 2, 2015 – Vestmark, a leading innovator of advisory solutions and wealth management technology, was named a finalist by the Money Management Institute for Advisory Solutions Service Provider of the Year. Since 1997, the Money Management Institute (MMI) has been the leading voice for the global financial services organizations that provide advice and professionally managed advisory solutions to individual and institutional investors.

Nominations for the 2015 Industry Leadership Awards were submitted by MMI members, and the finalists were selected by a special committee representing all segments of the MMI membership. Vestmark was nominated by numerous clients and partners for its cloud-based platform, VestmarkONE, which provides a truly integrated wealth management technology platform that has revolutionized the delivery of customizable, scalable advice by broker dealers, investment managers, banks, and other firms offering advisory solutions to individual investors.

As a broad platform, VestmarkONE currently powers:

• The largest, most flexible UMA programs in the industry with true-sleeve accounting and multi-party trading discretion.
• RPM and RAA programs with intuitive advisor trading tools and comprehensive compliance controls.
• SMA strategies spanning all asset classes.
• Large-scale mutual fund and ETF advisory programs.
• Model portals for sponsors and overlay managers and model delivery for investment managers.
• Customized client reporting with household performance, brokerage performance, and time-weighted and dollar-weighted advisory performance.

“Vestmark is honored be recognized once again by the MMI for our persistent dedication to innovation and platform enhancement,” said John Lunny, CEO of Vestmark. “Vestmark continues to be a progressive leader in the wealth management industry, not only as a technology provider, but as a collaborative partner with our clients. VestmarkONE’s unparalleled flexibility coupled with the ability to increase operational efficiency has helped enhance managing, trading, and reporting capabilities for a richer end-client experience. ”

The winners in each category will be determined by a vote of MMI member firms during the Gateway to Leadership Dinner on April 22nd, 2015 at the MMI Annual Convention in Charlotte, North Carolina.

About Vestmark

Headquartered in Wakefield, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.

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Elizabeth Shim
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