SOURCE: Vestmark, Inc.

Vestmark, Inc.

April 05, 2012 08:30 ET

Vestmark Named Finalist in Three Industry Leadership Categories by the Money Management Institute

Award Winners to Be Announced April 26th During the MMI Annual Convention

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 industry leadership categories. Since 1997, the Money Management Institute (MMI) has been the leading voice for the global financial services organizations that provide advice and professionally-managed advisory solutions to individual and institutional investors.

Vestmark was named a finalist for Advisory Solutions Service Provider of the Year and Advisory Solutions Technology Innovation of the Year. In addition, Vestmark's Chief Technology Officer Heeren Pathak was named a finalist for the Advisory Solutions All-Star Achiever Award.

"We are delighted to have our company, platform and CTO recognized by the MMI membership," said John Lunny, CEO of Vestmark. "Vestmark continues to grow rapidly and increase market share in the advisory solutions industry, and we intend to expand our competitive advantages by continually reinvesting in our technology, client support, and our people."

"Being named a finalist for the 2012 All-Star Achiever Award is a great honor," said Heeren Pathak. "As an organization, Vestmark recognizes the value to our industry in actively defining and promoting best practices and communication standards as defined by the MMI. We look forward to continuing these efforts so that our industry can continue to improve the advisory solutions available to individual and institutional investors."

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 or visit

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