Vestmark Wins Best Compliance Solution at the Family Wealth Report Awards 2016

Wakefield, MA - March 16, 2016 - Vestmark, a premier SaaS technology provider of comprehensive portfolio management and trading solutions, was named ‘Best Compliance Solution’ for its VestmarkONE® platform at the 3rd annual Family Wealth Report Awards.

Winning this competitive award is yet another validation of Vestmark’s strength in servicing the unique needs of wealth management firms. Vestmark’s SaaS based solution, VestmarkONE, includes a highly automated, exception based compliance rules engine that enables wealth managers to proactively monitor and manage accounts.

VestmarkONE enables users to gain greater operational control and protect against potential compliance breaches with pre-trade compliance and restriction evaluation, post-trade compliance monitoring, innovative visualizations and alerts to surface potential issues, guardrails for all advisory programs, embedded audit trails for data capture, and SEC-compliant trade record keeping.

"We are very pleased to accept this award. Our mission at Vestmark is to help wealth managers simplify the process of managing tailored portfolios with better tools for portfolio management, oversight, control, and compliance, “ said John Lunny, CEO of Vestmark. “We developed our scalable compliance engine to evolve with the needs of our clients against ever changing regulatory standards and portfolio mandates. This award is laudable recognition of our ground-breaking effort.”

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 2015’.

ClearView Financial Media’s CEO, and Publisher of Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were 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 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.

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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