Over 1 Million Accounts on the VestmarkONE Unified Wealth Management Platform
(firmenpresse) - WAKEFIELD, MA -- (Marketwire) -- 08/03/11 -- Vestmark today announced continued momentum in the wealth management and advisory solutions market having surpassed 1 million accounts on the VestmarkONE Unified Wealth Management Platform. Continued strong account growth from new and existing clients contributed to reaching this milestone from the $200 billion in assets milestone announced in March 2011.
"The advisory solutions industry has enjoyed terrific growth and our clients, especially those firms delivering sophisticated or customized programs, have experienced tremendous success," said John Lunny, CEO of Vestmark. "Our wealth management platform, VestmarkOne, has directly contributed to our clients' growth because it offers the most complete suite of wealth management tools in the industry to support all advisory solutions including discretionary and non-discretionary accounts, unified managed accounts (UMAs), and unified managed households (UMH) supported by a large network of custodial and straight-through trade connections."
Since launching in 2001, Vestmark has quietly served a deep and impressive client base that includes a number of the world's largest banking, wealth management and asset management firms, several of the nation's largest broker-dealers and several of the nation's premier custodians among its clients. Over the last year, Vestmark has continued to add to this client list with clients like Edward Jones, the nation's largest regional broker dealer, Envestnet, the nation's largest TAMP, and Steelpath, an innovator in MLP funds and SMA products.
Vestmark provides VestmarkONE, a unified wealth management platform offering comprehensive, real time technology that enables broker dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver holistic wealth management and a full range of advisory solutions. Vestmark's experienced team works closely with clients to implement tailored solutions incorporating best practices that help firms gather more assets, increase efficiencies and minimize operating risks. For more information about Vestmark's solutions, please call 781-224-3640, email or visit .
Vestmark, Inc.
781-224-3640
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Datum: 03.08.2011 - 12:30 Uhr
Sprache: Deutsch
News-ID 41314
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WAKEFIELD, MA
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Commercial & Investment Banking
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