Vestmark Announces Inclusion by Fortigent on Advisory Platform
March 20, 2013 08:30 ET
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Vestmark, Inc.
BOSTON, MA--(Marketwire - Mar 20, 2013) - Vestmark, a comprehensive technology platform for integrating portfolio management, trading and back office functions, today announced its inclusion on the...
Vestmark Named as Finalist in 2013 Stevie(R) Awards for Sales & Customer Service
January 30, 2013 08:30 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - Jan 30, 2013) - Vestmark, a leading innovator of advisory solutions and wealth management technology, has been named a finalist in the seventh annual Stevie®...
Vestmark Joins the American Banking Association
December 05, 2012 08:30 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - Dec 5, 2012) - Vestmark, a leading innovator of advisory solutions and wealth management technology, today announced it has joined the American Bankers Association®...
US Patent for Reconciliation Solution Affirms Vestmark's Innovative Technology
November 28, 2012 08:30 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - Nov 28, 2012) - Vestmark, a leading innovator of advisory solutions and wealth management technology, today announced that it was awarded a US Patent for its...
Janney Enhances Its Managed Accounts Capabilities With the Selection of VestmarkONE
July 17, 2012 08:30 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - Jul 17, 2012) - Vestmark today announced the selection of VestmarkONE by Janney Montgomery Scott LLC ("Janney"), a leading, full-service wealth management, financial...
Vestmark's Heeren Pathak Named Advisory Solutions All-Star Achiever by the Money Management Institute
May 15, 2012 08:30 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - May 15, 2012) - Heeren Pathak, Chief Technology Officer at Vestmark, a leading innovator of advisory solutions and wealth management technology, was awarded the...
Vestmark Introduces Comprehensive Compliance Solutions for Fee-Based Accounts
April 24, 2012 14:00 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - Apr 24, 2012) - Vestmark, a leading innovator of advisory solutions and wealth management technology, announced today the introduction of comprehensive compliance...
Vestmark Named Finalist in Three Industry Leadership Categories by the Money Management Institute
April 05, 2012 08:30 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - Apr 5, 2012) - Vestmark, a leading innovator of advisory solutions and wealth management technology, was named a finalist by the Money Management Institute in three...
Vestmark's Annmarie Rogers Takes Bronze in 2012 Stevie(C) Awards for Sales & Customer Service
March 06, 2012 08:30 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - Mar 6, 2012) - Annmarie Rogers, Senior Vice President of Customer Engineering for Vestmark, a leading innovator of advisory solutions and wealth management technology,...
Vestmark's Annmarie Rogers Named as Finalist in 2012 Stevie(C) Awards for Sales & Customer Service
February 02, 2012 15:53 ET
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Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - Feb 2, 2012) - Annmarie Rogers, Senior Vice President of Customer Engineering for Vestmark, a leading innovator of advisory solutions and wealth management technology,...