Vestmark Navigation Press Release < Back to Press & Events SEPTEMBER 13, 2021 Vestmark Wins WealthManagement.com Award for its Unified, All-in-One System The fintech provider’s VestmarkONE® Platform was honored at the 7th annual Wealthies event on Sept. 9, in the Technology Providers category Wakefield, Mass. – Sept. 13, 2021 – Vestmark, Inc., a leading provider of portfolio management tools and trading software, was awarded the Wealthie for Unified (All-in-One) Systems in the Technology Providers category at the 2021 Wealth Management.com Industry Awards, which recognize outstanding achievement, product innovation and leadership by organizations and individuals serving the financial advisor community. Vestmark’s 2021 Wealthies Awards nomination focused on recent enhancements to its VestmarkONE® Platform, a wealth management SaaS solution that enables broker-dealers, RIAs and asset managers to deliver better investor outcomes by simplifying the construction and management of highly tailored portfolios. “Over the past 18 months, our team has worked diligently to further expand VestmarkONE®’s portfolio management functionality while advancing our managed account capabilities to drive personalization and tax-aware investing at scale,” said Vestmark CTO Mike Blundin. “Congratulations to the whole Vestmark team for this recognition of your talent and commitment to continuous innovation, and congratulations to the Vestmark clients who were also honored with Wealthies awards.” VestmarkONE® allows advisors to generate customized client proposals, streamline account opening, construct, manage, trade and rebalance portfolios, and conduct reporting and billing, all in an efficient, tax-sensitive way that even allows for scalable personalization. Despite the pandemic and associated market volatility, the total number of trades made on the VestmarkONE® platform increased by 145% year over year, and the Vestmark team was able to provide elevated levels of client support, ensuring a reliable and scalable client platform. Out of 221 finalists, 93 awards were presented to winners from 71 companies, by a panel of independent judges. To see the full list of 2021 Wealthies Awards winners, please visit: https://informaconnect.com/wealthmanagementcom-industry-awards/categories-and-finalists/ Back to Press & Events About Vestmark 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 trillion in assets and 4 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 inquiry@vestmark.com, or visit www.vestmark.com. Media Contact John Hanlon JConnelly (973) 796-6106 jhanlon@jconnelly.com CORP. HEADQUARTERS 100 Quannapowitt Pkwy Suite 205 Wakefield, MA 01880 BOSTON 280 Summer Street 10th Floor Boston, MA 02210 NEW JERSEY 1 Evertrust Plaza Jersey City, NJ 07302 CHICAGO 150 North Wacker Dr. Suite 1120 Chicago, IL 60606 CHARLOTTE 5925 Carnegie Blvd Suite 500 Charlotte, NC 28209 VESTMARKONE CAREERS COMPANY CONTACT 781-224-3640 SUPPORT We are committed to providing superior support to our users so that they can focus on the important work of helping investors reach their financial goals. UPCOMING EVENTS TERMS OF USE PRIVACY POLICY ©2021 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice. Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., strives to enable financial institutions and advisors to efficiently manage and trade investor portfolios through an innovative SaaS platform. VAS is a registered investment advisor. Registration does not imply a certain level of skill or training. VAS has its principal office in Washington, DC with a place of business in Jersey City, NJ.