Wakefield, MA – September 20, 2018 – Vestmark, the leading provider of portfolio management and trading solutions for financial advisors and institutions, is proud to announce that the VestmarkONE® Investor Portal was named best Client Portal in the Technology Providers category of the 2018 WealthManagement.com Industry Awards.
Besting six other service providers competing for the title, the Investor Portal was designed to help advisors meet their clients’ desire for transparency and collaboration. Through an intuitive interface that’s viewable across a wide range of devices, the Investor Portal gives investors real-time access to their account performance, holdings, and transactions. Additionally, it gives advisors advanced configuration and customization capabilities, providing support for business branding and control of end-user settings.
“We are honored to receive this prestigious award from WealthManagement.com,” said John Lunny, CEO of Vestmark. “At Vestmark, we strive to provide advisors with the technology tools they need to provide advanced transparency to their investors. We acknowledge the ever-growing importance of providing investors with anytime, anywhere access to their investment accounts, which is why the VestmarkONE Investor Portal is a critical piece of our technology offering.”
Now in its fourth year, the WealthManagement.com Industry Awards honors outstanding achievements by companies and organizations that support financial advisor success. This year, judges presented 67 awards to 59 companies from a pool of 156 finalists. Winners were announced at a black-tie gala event on September 13, 2018 at the Ziegfeld Ballroom in New York, NY.
“The WealthManagement.com Industry Awards allow us to recognize the creativity, success, and excellence of firms like Vestmark, that serve the financial advisor community,” said David Armstrong, Editor-In-Chief of WealthManagement.com. “Congratulations to this year’s winners, we look forward to seeing you next year.”
Additional details about the WealthManagement.com Industry Awards and a full list of the 2018 winners can be found on WealthManagement.com’s website. For more information on VestmarkONE, or the Investor Portal, visit our Platform Overview page.
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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 $1.4 trillion in assets and 4.5 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 firstname.lastname@example.org, or visit www.vestmark.com.
JConnelly for Vestmark