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Wakefield, MA - May 1, 2013 - Vestmark, a leading innovator of advisory solutions and wealth management technology, was recently recognized by the Money Management Institute (MMI) as an industry award winner. VestmarkONE, Vestmark's unified wealth management platform, was named the Advisory Solutions Technology Innovation and Operations Improvement of the Year at the MMI's Annual Industry Leadership Award ceremony.
Since 1997, the 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. The winners in each category were determined by a vote of MMI member firms and winners were announced during the Gateway to Leadership dinner hosted on April 23, 2013 at the MMI Annual Convention in New York City.
Providing advisors with a single platform to manage all client relationships, VestmarkONE offers real time account oversight, pre-trade compliance, sophisticated trading tools, model management and rebalancing, and client performance and reporting functionality. Vestmark also enables advisors to provide optimal investment solutions tailored to each client in an efficient and scalable manner.
"Twelve years ago, we set out to truly innovate the industry, and this award is a reflection of our commitment to that goal," said John Lunny, CEO of Vestmark. "Vestmark prides itself on its technology and its service, and we will continue to invest in our technology and advance our client service as we maintain rapid growth."
About the Money Management Institute (MMI):
Since 1997, MMI has been the leading voice for the global financial services organizations that provide advice and professionally-managed solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, data reporting and professional networking, MMI supports and advances the growth of advisory solutions. MMI members' advice-driven investment solutions serve an evolving worldwide financial landscape and their organizations are committed to the highest standards of fiduciary responsibility and ethical conduct. For more information, visit www.mminst.org.
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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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