Wealth Management Platform

October 18, 2018

Vestmark to Acquire Adhesion Wealth Advisor Solutions

Vestmark, a provider of portfolio management and trading solutions for financial advisors and institutions, announced the acquisition of Charlotte-based Adhesion Wealth Advisor Solutions (Adhesion). Adhesion, a […]
June 17, 2016

Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LPs

“Integrated” and “transparent” are common buzzwords associated with today’s wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as […]
April 25, 2016

Wilshire Launches Wealth Management Platform

Unified Managed Account Solution Combines Wilshire’s Institutional Research Expertise with Vestmark’s Market Leading Technology and Services Wilshire Funds Management, a business unit of the global investment […]
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