Press Release
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Wakefield, MA – March 14, 2017 – Vestmark is pleased to announce that the recently launched VestmarkONE Robo Solution won the 2017 Bank Insurance & Securities Association (BISA) award for Best Technology Innovation Solution. Announced at the Annual Convention held March 7-10, 2017 at the Diplomat Beach Resort in Hollywood, FL., the award recognizes leadership in the advancement of the financial services industry's products, services, and platforms through technology innovation.
The VestmarkONE Robo Solution was officially launched as a turn-key offering last October and currently operates as the engine behind one of the industry’s largest robo platforms. Built to support a range of investment programs, the solution enables wealth management firms to leverage the most effective aspects of both human and automated advice delivery.
In contrast to many available robo offerings, the VestmarkONE Robo Solution is a comprehensive platform that leverages each organization’s current suite of advisory offerings and is easily managed alongside mutual fund advisory, ETF advisory, SMAs, UMAs, and advisor-directed programs.
“At Vestmark, we believe the future of financial advice is about arming the advisor with a broad array of technology resources, as well as making information and tools available to the client in an intuitive and compelling way,” said Rob Klapprodt, President of Vestmark. “For this reason, our robo platform enables advisors to augment their practices with the tech they need to scale their practice and strengthen their client relationships. We’re thrilled that the Bank Insurance & Securities Association has recognized the innovation we bring to the market and look forward to our continued partnership.”
Further details about the BISA Technology Innovation Award and a full list of the 2017 recipients can be found on BISA’s website.
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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.
Media Contact
Elizabeth Shim
Haven Tower
(424) 317-4861
eshim@haventower.com