Vestmark Named Finalist for Two Industry Leadership Awards by the Money Management Institute

Wakefield, MA - April 19, 2013 - Vestmark, a leading innovator of advisory solutions and wealth management technology, was named a finalist by the Money Management Institute in two industry leadership categories. Since 1997, the Money Management Institute (MMI) has been the leading voice for the global financial services organizations that provide advice and professionally-managed advisory solutions to individual and institutional investors.

Vestmark was named a finalist for Advisory Solutions Service Provider of the Year and Advisory Solutions Technology Innovation or Operations Improvement of the Year. Nominations for the 2013 Industry Leadership Awards were submitted by MMI members and the finalists were selected by a special committee representing all segments of the MMI membership. The winners in each category will be determined by a vote of MMI member firms during the Gateway to leadership dinner on April 23, 2013 at the MMI Annual Convention in New York City.

"We are delighted to be once again recognized by the MMI membership," said John Lunny, CEO of Vestmark. "Vestmark prides itself on not simply being a technology provider but also a leading, hands-on partner with our clients and an active contributor to the broader wealth management and advisory solutions industry. Vestmark's platform, VestmarkONE, continues to be the most innovative wealth management technology platform available in the marketplace. VestmarkONE's capabilities to flexibly incorporate the financial advisor into the investment process across any fee-based advisory program and recent deployments of firm-wide trading, compliance and performance reporting solutions have expanded our competitive advantage and aided in Vestmark's overall success," noted Lunny.

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.

Media Contact

Elizabeth Shim
Haven Tower
(424) 317-4861
eshim@haventower.com