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Vestmark Expands Vestmark Manager Marketplace Service, Unveiling Research Portal with Focus on Transparency, User-Friendly Interface

Wakefield, MAFebruary 26, 2018 Vestmark, a leading provider of wealth management solutions, today announced the launch of a research portal to support the Vestmark Manager Marketplace® (VMM). The new portal helps advisors at sponsor firms sort through more than 200 strategies offered by 85 asset managers currently delivering models through VMM.

The VMM research portal incorporates next-generation web design and enhanced functionality to help advisors efficiently search through an online database of third party managers. Built to complement the sponsors’ existing research tools and subscriptions, the portal lets advisors filter by asset class and style, and obtain a fast, transparent view into manager and strategy details.

The research portal introduces additional control and visibility for participating managers as well, permitting them to manage their online profile and upload white papers, analysis and promotional materials for convenient access by advisors. In addition, the portal automates and streamlines much of the due diligence process.

Since the launch of VMM in 2016, 85 managers and strategists have signed up to provide models to the platform. Participating sponsor firms include Capital One, Wilshire Associates, and a growing number of independent investment advisory firms across the country according to a 2016 press release. Sponsors and managers appreciate VMM’s dedication to efficiency, transparency and economic value for all participants.

“We created VMM to improve the way advisors find investment strategies for their clients,” said David Littleton, Managing Director of Vestmark Advisory Solutions. “The new portal furthers that mission and delivers a terrific experience to both managers and advisors.”

“We believe the Vestmark Manager Marketplace solves the model access and distribution challenge for both managers and sponsors,” said Mark Luschini, President of Janney Capital Management at Janney Montgomery Scott. “From the viewpoint of our investment management business, the Marketplace provides us with a platform to expand the awareness of our models at a reasonable rate while simplifying distribution to sponsors. Vestmark’s unique vision for improving the manager experience truly sets the service apart from other third-party model hubs. We are looking forward to leveraging the Vestmark Manager Marketplace to help more advisors and clients.”

The Vestmark Manager Marketplace research portal is live. To preview the new research portal, click here.

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About Vestmark

Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1 trillion in assets and 4 million accounts, Vestmark is a trusted partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640, email inquiry@vestmark.com, or visit www.vestmark.com.

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