News & Events

Archive: News & Press Releases

1. Press Nov 28, 2012 US Patent for Reconciliation Solution Affirms Vestmark's Innovative Technology
2. Press Jul 17, 2012 Janney Enhances its Managed Accounts Capabilities with the Selection of VestmarkONE
3. Press May 15, 2012 Vestmark's Heeren Pathak Named Advisory Solutions All-Star Achiever by the Money Management Institute
4. Press Apr 24, 2012 Vestmark Introduces Comprehensive Compliance Solutions for Fee-Based Accounts
5. Press Apr 05, 2012 Vestmark Named Finalist in Three Industry Leadership Categories by the Money Management Institute
6. Press Mar 06, 2012 Vestmark's Annmarie Rogers Takes Bronze in 2012 Stevie® Awards for Sales & Customer Service
7. Press Feb 02, 2012 Vestmark's Annmarie Rogers Named as Finalist in 2012 Stevie® Awards for Sales & Customer Service
8. Press Nov 29, 2011 Vestmark Submits Model Messaging Schema to the Money Management Institute for Developing an Industry Standard
9. Press Oct 18, 2011 Vestmark Enhances Broker-Dealer Platform with Expanded Functionality for Hybrid Advisors
10. Press Aug 03, 2011 Over 1 Million Accounts on the VestmarkONE Unified Wealth Management Platform
11. Press May 16, 2011 Edward Jones adds UMA Models to Edward Jones Advisory Solutions®
12. Press May 11, 2011 Vestmark Introduces the Wealth Management Industry's First Unified Wealth Management Platform with VestmarkONE
13. Press Mar 16, 2011 Over $200 Billion in Assets Managed on Vestmark Technology Platform
14. Press Jun 29, 2010 Vestmark to Enhance SteelPath's Innovative MLP Managed Account Platform
15. Press May 11, 2010 Thornburg Investment Management Partners with Vestmark to Improve Operational Efficiency
16. Press Apr 22, 2010 Scout Investment Advisors Selects Vestmark's Platform to Support SMA Business
17. Press Jan 20, 2010 Vestmark's Financial Technology Platform Assets Eclipse $100 Billion Punctuating Firm's Consistent Growth
18. Press Oct 22, 2009 The Money Management Institute Announces Acceleration of Industry Trading Standards
19. Press Aug 27, 2009 Over 500,000 Accounts Now Managed on Vestmark
20. Press Jun 25, 2009 The Money Management Institute's Operations and Communications Standards Committee Selects Heeren Pathak, CTO of Vestmark, as New Co-Chair