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Vestmark Wins Fund Intelligence Award for Best Cloud-Based Back/Middle Office Solution

The VestmarkONE® Platform is noted for excellence in streamlining processes, improving the client experience and contributing to revenue growth for asset managers

WAKEFIELD, Mass. – March 2, 2022 – Vestmark, Inc., a leading provider of portfolio management tools and trading software, today announced that its VestmarkONE® platform has been named the Best Cloud-Based Back/Middle Office Solution in the 2022 Fund Intelligence Operations & Services Awards, sponsored by With Intelligence.

The award recognized Vestmark as a cloud-based technology solution provider that has achieved excellence in its service to the asset management industry, streamlining processes, improving the client experience and contributing to customer and revenue growth. The judges evaluated the platform based on positive customer feedback, examples of how the technology has furthered operational and technical goals and the platform’s overall data security.

“It is a distinct honor to be recognized for our advanced technology and outsourced services which together enable asset managers to scalably personalize their unique investment products and make them accessible to financial advisors,” said Vestmark CEO Mike Blundin. “This award is a testament to our outstanding Vestmark team, who are wholly committed to innovating ways to help our clients drive personalized, tax-advantaged solutions to advisors and their end-investor clients at scale.”

VestmarkONE® supports the efficient delivery and implementation of equity and fixed income SMAs, including index-based and multi-asset solutions for asset managers and their wealth management clients. The technology offers real-time data, true tax-lot and sleeve accounting, automated rules-based workflows and seamless connectivity between managers and sponsor platforms, enabling personalization and tax management across hundreds of thousands of accounts. Firms can gain operational efficiency by fully or partially outsourcing model trading, rebalancing and overlay management, and model delivery, as well as back-office operations including daily reconciliation, corporate actions processing, trading services, performance calculation, reporting and composite management.

To see a full list of award winners, visit https://www.fiopsandservicesawards.com/page/2077031/2022-winners.

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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.