Vestmark BPO Nominated As Top Outsourcing Solution For The 2015 Family Wealth Report Awards

Wakefield, MA - Dec 23, 2014 - Vestmark, a leading innovator of wealth management technology solutions, announced today that the Vestmark BPO has been nominated for the 2015 Family Wealth Report Awards as the top outsourcing solution in the wealth management industry.

Showcasing 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have 'demonstrated innovation and excellence during 2014'.

The Vestmark BPO service is a business process outsourcing solution that allows broker-dealers, banks, investment managers, and advisors to outsource middle- and back-office administrative and operational functions. Vestmark BPO is provided to support firms that use VestmarkONE, a unified wealth management platform offering comprehensive, real-time technology that enables a wide range of financial firms to deliver holistic wealth management and a full range of advisory solutions.

ClearView Financial Media's Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said: "The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants' submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with 'independence', 'integrity' and 'genuine insight' the watchwords of the judging process -- such that the awards truly reflect excellence in wealth management. Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar."

"Vestmark is honored to have been recognized by this prestigious awards program for our BPO's ability to solve unique challenges wealth management firms face," said John Lunny, Chief Executive Officer. "Vestmark BPO is constantly refining the flexible outsourcing model we offer, allowing our clients to focus on meeting the wealth management needs of the investors they serve. This nomination further highlights Vestmark's prominence in the wealth management industry as an exceptional service provider."

In March 2014, Vestmark was named Best Risk Management Solution by Family Wealth Report for its rules-based compliance and risk management system within VestmarkONE. Winners will be announced at a gala awards dinner which will be held in New York on March 12, 2015 at the Mandarin Oriental.

About ClearView:
Financial Media Ltd ("ClearView") ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality 'need to know' information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.

About Vestmark

Headquartered in Wakefield, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.

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