Vestmark Shortlisted for Three Categories of the 2016 Family Wealth Report Awards

Wakefield, MA – December 22, 2015 – Vestmark, a premier SaaS technology provider of comprehensive portfolio management and trading solutions, has been nominated in three separate categories for the 2016 Family Wealth Report Awards: Top ‘Portfolio Management’, ‘Compliance’, and ‘Outsourcing Solution’.

Vestmark’s single cloud-based platform, VestmarkONE®, was nominated for top ‘Portfolio Management’ for its unique scalability and ability to carry the operational benefits of one platform coupled with the flexibility to define and evolve new investment products in an optimal manner. Also nominated for top ‘Compliance’ solution, VestmarkONE allows clients to define firm-level, advisor-level, and investor-level compliance rules and investment policy factors. This high-throughput compliance engine is designed for retail volumes to ensure regulatory compliance and oversight of all client portfolios evaluated in real time on a pre-trade basis. The VestmarkONE platform enables broker dealers, investment managers, RIAs, bank trusts and other financial firms to deliver holistic wealth management and a full range of advisory solutions all on one unified platform.

Nominated for top ‘Outsourcing Solution’, Vestmark BPO supports the VestmarkONE wealth management platform by allowing clients to flexibly outsource middle- and back-office administrative and operational functions, so they can focus on core competencies and business needs.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2015’.

“Vestmark is delighted to once again be shortlisted for these prestigious awards,” said John Lunny, CEO of Vestmark. “VestmarkONE and the Vestmark BPO service solve fundamental challenges commonly faced by wealth management firms today. These nominations further showcase Vestmark’s eminence as a leading technology firm and our continued dedication to product and service innovation.”

ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management. Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.”

Winners will be announced at a gala awards dinner which will be held in New York on March 10, 2016 at the Mandarin Oriental.

Click on this link to see the full shortlist

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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