| Date |
Release |
| May 15, 2012 |
Vestmark's Heeren Pathak Named Advisory Solutions All-Star Achiever by the Money Management Institute |
| Apr 24, 2012 |
Vestmark Introduces Comprehensive Compliance Solutions for Fee-Based Accounts |
| Apr 5, 2012 |
Vestmark Named Finalist in Three Industry Leadership Categories by the Money Management Institute |
| Mar 6, 2012 |
Vestmark's Annmarie Rogers Takes Bronze in 2012 Stevie© Awards for Sales & Customer Service |
| Feb 2, 2012 |
Vestmark's Annmarie Rogers Named as Finalist in 2012 Stevie© Awards for Sales & Customer Service |
| Nov 29, 2011 |
Vestmark Submits Model Messaging Schema to the Money Management Institute for Developing an Industry Standard |
| Oct 18. 2011 |
Vestmark Enhances Broker-Dealer Platform with Expanded Functionality for Hybrid Advisors |
| Aug 3, 2011 |
Over 1 Million Accounts on the VestmarkONE Unified Wealth Management Platform |
| May 16, 2011 |
Edward Jones adds UMA Models to Edward Jones Advisory Solutions® |
| May 11, 2011 |
Vestmark Introduces the Wealth Management Industry's First Unified Wealth Management Platform with VestmarkONE |
| Apr 26, 2011 |
Envestnet Announces Strategic Initiative to Offer Vestmark Functionality |
| Mar 16, 2011 |
Over $200 Billion in Assets Managed on Vestmark Technology Platform |
| Jun 29, 2010 |
Vestmark to Enhance SteelPath's Innovative MLP Managed Account Platform |
| May 11, 2010 |
Thornburg Investment Management Partners with Vestmark to Improve Operational Efficiency |
| Apr 22, 2010 |
Scout Investment Advisors Selects Vestmark's Platform to Support SMA Business |
| Jan 20, 2010 |
Vestmark's Financial Technology Platform Assets Eclipse $100 Billion Punctuating Firm's Consistent Growth |
| Oct 22, 2009 |
The Money Management Institute announces acceleration of Industry Trading Standards |
| Aug 27, 2009 |
Over 500,000 Accounts Now Managed on Vestmark |
| Jun 25, 2009 |
The Money Management Institute's Operations and Communications Standards Committee selects Heeren Pathak, CTO of Vestmark, as new co-chair |
| Mar 11, 2009 |
Vestmark provides Federated Investors, Inc. with solution for distribution of Fixed Income Managed Accounts through Banks and Trust Companies |
| Feb 26, 2009 |
Peter Jantzen Joins Vestmark as Executive Vice President of Sales |
| Feb 2, 2009 |
Adhesion Enhances its WealthADV UMA Program Through Vestmark Partnership |
| Nov 12, 2008 |
Vestmark continues growth in the Managed Account Solutions market with over $80 billion in assets managed on its platform |
| Oct 16, 2008 |
Freestone Capital Management launches Unified Managed Account program on the Vestmark platform |
| Sep 23, 2008 |
Vestmark's Portfolio Modeling and Order Management Modules expand within Citi's OpenSMAsm Operations Servicing Platform |
| Sep 18, 2008 |
John Lunny named CEO of Vestmark |
| Feb 21, 2008 |
Bellatore partners with three technology industry leaders to enhance service |
| Jan 8, 2008 |
UBS Global Asset Management completes conversion of separately managed accounts program to the Vestmark platform |
| Oct 16, 2007 |
Vestmark Expands Operations With the Opening of Its Fourth Office |
| Sep 20, 2007 |
Vestmark Ranked Number 2 in Deloitte's Technology Fast 50 Program for New England |
| May 2, 2007 |
Vestmark Brings Unified Managed Households To Reality |
| Mar 8, 2007 |
Vestmark's Chief Technologist, Dennis L. Sheckler, among the first worldwide to earn the CIPM designation |
| Feb 26, 2007 |
Vestmark Expands Operations With the Opening of Its West Coast Office in California |
| Oct 18, 2006 |
Vestmark continues to gain market share in the managed account solutions market with
over $20 billion in assets under management on its platform
|
| Oct 18, 2006 |
Vestmark announces commitment to provide seamless connectivity with the DTCC
Central Communication Gateway for Managed Accounts
|
| Jun 26, 2006 |
Vestmark recognized as one of the "Best Places To Work" by the Boston Business Journal |
| Jan 19, 2006 |
Vestmark to Provide Unified Managed Household Capabilities for Baird |
| Jan 17, 2006 |
IXIS Asset Management Advisors, L.P. Selects Vestmark Managed Account Platform |
| Oct 13, 2005 |
Vestmark's Overlay Portfolio Management Technology Enhances LPL's Multi-Style Portfolio Platform |
| Jul 22, 2004 |
Vestmark Finalizes Acquisition of LifeHarbor |
| Mar 22, 2004 |
JPMorgan Investor Services Launches Full-Service Outsourcing... |
| Jan 24, 2004 |
BISYS Developing Enhanced Servicing Platform for Separately Managed Accounts... |
| Jun 18, 2003 |
Thomson Financial and Vestmark Partner to Deliver Value-Adding Enhancements to PORTIA |
