Vestmark

Archive: News & Press Releases

Jun 08, 2017 Press Release
Vestmark Poll Finds Majority of Financial Firms Plan to Include Robo-Advisor Strategies
May 11, 2017 Press Release
Vestmark Appoints Lonnie Macdonald Chief Marketing Officer
May 04, 2017 Press Release
Vestmark Named A “Best Place to Work” by the Boston Business Journal
Mar 17, 2017 Press Release
VestmarkONE® Robo Solution Wins 2017 BISA Technology Innovation Award
Jan 24, 2017 Press Release
Poll Reveals Most Financial Firms Seek to Use Robo Technology to Complement Existing Service Models
Dec 14, 2016 Press Release
DoL Conflict of Interest Rule Sparks Urgency to Incorporate Robo Advice Solutions Under Fully-Integrated Platforms
Dec 07, 2016 Press Release
Brinker Capital Completes Implementation of VestmarkONE® to Improve Advisor Experience and Accelerate Business Growth
Nov 03, 2016 Press Release
Vestmark Manager Marketplace Named Innovative New Application in 2016 WealthManagement.com Industry Awards
Oct 05, 2016 Press Release
Financial Institutions turn to Vestmark’s BPO service to accelerate path to growth
Aug 04, 2016 Press Release
Vestmark DoL Poll Reveals Financial Institutions and Advisors Feel Most Behind on Technology, Advisor Compensation
May 05, 2016 Press Release
Vestmark Named Advisory Solutions Provider of the Year – Technology and Operations Platform in 2016 MMI Industry Leadership Awards
Apr 26, 2016 Press Release
Vestmark Marks 15-Year Anniversary by Crossing $500 Billion in Assets on its Platform
Apr 18, 2016 Press Release
Wilshire Launches Wealth Management Platform
Apr 13, 2016 Press Release
Vestmark Secures $30 Million in Growth Financing from Summit Partners to Accelerate Leadership Position in Wealth Management Technology
Apr 06, 2016 Press Release
Vestmark Recognized for 2016 BISA Technology Innovation Award
Mar 24, 2016 Press Release
Vestmark Appoints RBC Veteran, Nichlaus Thacker, as Senior Vice President of Business Development
Mar 16, 2016 Press Release
Vestmark Introduces the Vestmark Manager Marketplace
Mar 16, 2016 Press Release
Vestmark Wins Best Compliance Solution at the Family Wealth Report Awards 2016
Mar 10, 2016 Press Release
Vestmark Nominated For Three Categories in FTF News Technology Innovation Awards 2016
Jan 13, 2016 Press Release
Oppenheimer Announces 'Power at the Desktop' Vision for New Unified Advisory Platform
Dec 22, 2015 Press Release
Vestmark Shortlisted for Three Categories of the 2016 Family Wealth Report Awards
Jul 29, 2015 Press Release
Vincent Pellegrini Joins Vestmark as Senior Vice President of Client Experience
Jul 14, 2015 Press Release
Vestmark Acquires Advanced Objects' Proposal Generation Technology
Jun 16, 2015 Press Release
Oppenheimer & Co.'s Advisory Programs Convert to VestmarkONE Platform

Prev Page Next Page

Talk to Sales

Talk to our experts about your specific needs today and discuss the ways in which Vestmark can help your firm address the unique business challenges you face.

Contact Sales

Let's Get Social

Keep up to date with what's new at Vestmark by following us on LinkedIn, Twitter, and YouTube.

LinkedIn
Twitter
YouTube

Media Contact

Elizabeth Shim
Haven Tower
(424) 317-4861
eshim@haventower.com

Vestmark

Plan & Profile

Propose & Onboard

Manage & Monitor

Report & Review

VestmarkONE®

Personalized Portfolios

Focused Index Portfolios

VAST Insights

News & Press

Archive: News & Press Releases

Talk to Sales

Let's Get Social

Media Contact