Vestmark Recognized for 2014 BISA Technology Innovation Award


Wakefield, MA – WEBWIRE – Wednesday, March 12, 2014

Vestmark, a leading innovator of advisory solutions and wealth management technology, was recognized as a recipient of the 2014 BISA Technology Innovation Award for its VestmarkONE Advisor solution. Launched in May of 2013, VestmarkONE Advisor provides financial advisors with a single platform to manage all fee-based advisory accounts and easily monitor their entire book of business.

The BISA Technology Innovation Award was established in 2012 to recognize leadership in the advancement of the financial services industry’s products, services, and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Recipients will be featured in BISA Magazine and OneSource, BISA’s weekly online publication.

The BISA Technology Innovation Award was presented to honorees during the 2014 Annual Convention on Friday, March 7 at the Westin Diplomat in Hollywood, FL. The BISA Annual Convention is the industry’s premier event designed to bring together bank insurance and investment professionals nationwide to experience three days of exclusive networking opportunities and success-driven education.

“We’re thrilled to be recognized by BISA, the premier organization for financial professionals in the bank channel, for our VestmarkONE Advisor solution,” said Rob Klapprodt, President of Vestmark. “VestmarkONE Advisor provides bank advisors with a single, cloud-based platform to manage the entire client relationship spanning trust, wealth management, and brokerage solutions offered by the firm as well as held-away client accounts. Advisors now have complete account oversight, flexible trading tools, model management and rebalancing, daily performance, and client-ready reporting on demand while the home office has powerful controls and ’guardrails’ for controlling and monitoring all activity.”

Details about the BISA Technology Innovation Award can be found at www.BISANet.org.

About BISA

The Bank Insurance & Securities Association is the leading financial services industry association dedicated to serving those responsible for the marketing, sales, and distribution of securities, insurance, and other financial products and advisory services through the bank channel. Member companies include depository institutions of all sizes, their broker-dealer and mutual fund subsidiaries, third-party marketing companies, product manufacturers and firms providing products, technology or services to support these enterprises. For more information on BISA, please click here.

About Vestmark

Vestmark provides VestmarkONE, a unified wealth management platform offering comprehensive, real time technology that enables Broker-Dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver holistic wealth management and a full range of advisory solutions. Vestmark’s experienced team works closely with clients to implement tailored solutions incorporating best practices that help firms gather more assets, increase efficiencies and minimize operating risks. For more information about Vestmark’s solutions, please call 781-224-3640, email inquiry@vestmark.com or visit www.vestmark.com.



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