Vestmark Unveils Research Portal to Support Vestmark Manager Marketplace®

Vestmark Unveils Research Portal to Support Vestmark Manager Marketplace®

Vestmark, a leading provider of wealth management solutions, announced the launch of a research portal to support the Vestmark Manager Marketplace® (VMM). The new portal helps advisors at sponsor firms sort through more than 200 strategies offered by 85 asset managers currently delivering models through VMM.

The VMM research portal incorporates next-generation web design and enhanced functionality to help advisors efficiently search through an online database of third-party managers. Built to complement the sponsors’ existing research tools and subscriptions, the portal lets advisors filter by asset class and style, and obtain a fast, transparent view into manager and strategy details.

The research portal introduces additional control and visibility for participating managers as well, permitting them to manage their online profile and upload white papers, analysis and promotional materials for convenient access by advisors. In addition, the portal automates and streamlines much of the due diligence process.

Since the launch of VMM in 2016, 85 managers and strategists have signed up to provide models to the platform. Participating sponsor firms include Capital One, Wilshire Associates, and a growing number of independent investment advisory firms across the country.

“We created VMM to improve the way advisors find investment strategies for their clients,” said David Littleton, Managing Director of Vestmark Advisory Solutions. “The new portal furthers that mission and delivers a terrific experience to both managers and advisors.”

“We believe the Vestmark Manager Marketplace solves the model access and distribution challenge for both managers and sponsors,” said Mark Lunching, President of Janney Capital Management at Janney Montgomery Scott. “From the viewpoint of our investment management business, the Marketplace provides us with a platform to expand the awareness of our models at a reasonable rate while simplifying distribution to sponsors. Vestmark’s unique vision for improving the manager experience truly sets the service apart from other third-party model hubs. We are looking forward to leveraging the Vestmark Manager Marketplace to help more advisors and clients.”

The Vestmark Manager Marketplace research portal is live. To preview the new research portal, click HERE.

ABOUT VESTMARK

Vestmark is a leading provider of wealth management solutions, headquartered outside of Boston, MA. Founded in 2001, Vestmark’s mission is to enable investors to better their financial well-being.

Vestmark enables financial institutions and advisors to efficiently manage and trade investor portfolios through their SaaS platform. With over 850 billion in assets and 2.5 million accounts, the company works with some of the largest and most respected players across the wealth management industry. The Vestmark Manager Marketplace® is a service provided by Vestmark Advisory Solutions, Inc., a registered investment advisor and wholly owned subsidiary of Vestmark.

For more information about Vestmark’s solutions, visit www.vestmark.com.

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