Vestmark Hosts Seventh Annual Client Summit at Boston Harbor Hotel

Wakefield, MA - October 29, 2013 - Vestmark, a leading innovator of advisory solutions and wealth management technology, hosted its annual, two-day Vestmark Summit in September, at the Boston Harbor Hotel. Now in its seventh year, the Summit boasted an engaging faculty of speakers, content-rich educational sessions, and multiple networking opportunities, including an Odyssey dinner cruise. This exclusive, client-only event attracted representatives spanning Vestmark's clients of broker-dealers, banks, asset managers, and RIAs.

Vestmark President Rob Klapprodt provided an overview of industry developments impacting the managed accounts sector, highlighting the continuing evolution of the role of the advisor and the recent platform consolidation trend. Annmarie Rogers, SVP of Customer Engineering, expanded on the presentation, discussing the strategies and programs Vestmark has implemented to maintain its exceptional standard of customer service and ongoing organizational expansion.

Heeren Pathak, Vestmark CTO, and Mark Peabody, SVP of Product Management, also held sessions outlining Vestmark's product roadmap and most recent VestmarkONE innovations.

"With a record number of attendees, including asset managers, broker-dealers, bank trusts, independent RIAs, and outsourcing providers, this year's Vestmark Summit has proven to be a great success," stated John Lunny, Vestmark CEO. "We are proud to be able to provide our clients with a forum to share their successes, discuss recent trends, and network with industry leaders."

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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