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