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Vestmark Wins 2019 American Financial Technology Award for Best Third-Party Tech Vendor IT Team

Industry Peers Recognize Vestmark for Firm-Wide Effort to Help Clients Maximize Value with its Software & Services

WAKEFIELD, Mass., Dec. 4, 2019 /PRNewswire/ -- Vestmark, Inc. announces that it has won the 2019 American Financial Technology Award from WatersTechnology for Best Third-Party Technology Vendor IT Team.

"Vestmark clients need a highly configurable and scalable advisory platform that allows each client to efficiently deliver unique advice to investors," said Todd Giaquinto, Senior Vice President of Engineering at Vestmark. "We are so proud of our engineering, quality assurance, and product development professionals, who go above and beyond to help every client receive the maximum value from our innovative technology and services."

Vestmark and other winners were recognized at the American Financial Technology Awards dinner on December 3, 2019 at 1 Liberty Plaza Convene in New York City, following the annual Waters USA conference. They will also be featured in the January 2020 issue of WatersTechnology magazine. For more information about the American Financial Technology Awards, visit https://www.aftas.org/.

"This industry accolade is a testament to Vestmark's collaborative, team-oriented culture, which informs everything we undertake on behalf of our clients," said Mark Peabody, Senior Vice President of Product Management at Vestmark. "Ongoing, proactive communication with our customers is key to ensuring our products allow them to achieve their business goals and better serve their clients. Our products and engineering team is committed to partnering with our clients to provide innovative financial technology solutions that meet their needs."

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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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Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.