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Explore news, events, insights, and press highlights as Vestmark drives the future of wealthtech.

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Archive: News & Press Releases

  1. Vestmark Hosts Seventh Annual Client Summit at Boston Harbor Hotel
  2. Vestmark Launches Business Process Outsourcing Service
  3. Vestmark Receives Second US Patent for Innovative Trading and Reconciliation Solution
  4. Vestmark Launches VestmarkONE Advisor
  5. BondDesk and Vestmark Team Up To Revolutionize The Way Financial Advisors Manage Fixed Income Portfolios
  6. Vestmark Takes Home 2013 Money Management Institute Award
  7. Vestmark Named Finalist for Two Industry Leadership Awards by the Money Management Institute
  8. Vestmark's Front-Line Customer Service Team Takes Bronze at the 2013 Stevie® AwardsSM
  9. Vestmark Announces Inclusion by Fortigent on Advisory Platform
  10. Vestmark Named as Finalist in 2013 Stevie® Awards For Sales & Customer Service
  11. Vestmark Joins the American Banking Association
  12. US Patent for Reconciliation Solution Affirms Vestmark's Innovative Technology
  13. Janney Enhances its Managed Accounts Capabilities with the Selection of VestmarkONE
  14. Vestmark's Heeren Pathak Named Advisory Solutions All-Star Achiever by the Money Management Institute
  15. Vestmark Introduces Comprehensive Compliance Solutions for Fee-Based Accounts
  16. Vestmark Named Finalist in Three Industry Leadership Categories by the Money Management Institute
  17. Vestmark's Annmarie Rogers Takes Bronze in 2012 Stevie® Awards for Sales & Customer Service
  18. Vestmark's Annmarie Rogers Named as Finalist in 2012 Stevie® Awards for Sales & Customer Service
  19. Vestmark Submits Model Messaging Schema to the Money Management Institute for Developing an Industry Standard
  20. Vestmark Enhances Broker-Dealer Platform with Expanded Functionality for Hybrid Advisors