Recent events
Recent events tied to this brand in public sources.
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2026
Vanguard launches Custom Model Portfolios for financial advisors
Vanguard launched Vanguard Custom Model Portfolios, an offering that lets financial advisors modify the firm's existing multi-asset and single-asset-class model portfolios to reflect individual client preferences. The offering is available through integrations with Vestmark, SS&C Black Diamond Wealth Solutions, and Orion, and carries a weighted average expense ratio of approximately 0.07%.
2022
VestmarkONE wins Fund Intelligence award
Vestmark announced that its VestmarkONE platform was named Best Cloud-Based Back/Middle Office Solution in the 2022 Fund Intelligence Operations & Services Awards.
2022
AllianceBernstein and Vestmark partner on digital SMA platform
AllianceBernstein partnered with Vestmark to provide a digital separately managed account platform for registered investment advisors to create customized municipal-bond portfolios.
2021
Vestmark and Northfield expand partnership and platform integration
Vestmark announced an expanded partnership with Northfield, enabling Northfield’s MARS managed-accounts rebalancing system to be integrated with the VestmarkONE platform and related portfolio-management tools.
2021
Vestmark wins Wealthie for Unified (All-in-One) Systems
Vestmark received the Wealthie for Unified (All-in-One) Systems in the Technology Providers category at the 2021 WealthManagement.com Industry Awards. The event was held on September 9.
2021
Vestmark partners with UBS Wealth Management USA on model portfolio services
Vestmark announced that its registered investment adviser subsidiary, Vestmark Advisory Solutions, partnered with UBS Wealth Management USA to expand the zero-fee Separately Managed Accounts offering. UBS clients gained access to eight model portfolio suites starting May 5, with Vestmark Advisory Solutions serving as discretionary overlay manager.
2020
Vestmark and Redi2 announce strategic partnership
Vestmark announced a strategic partnership with Redi2 that will give financial institutions and registered investment advisors access to Redi2 Wealth Manager through the VestmarkONE platform.
2019
Vestmark wins 2019 American Financial Technology Award
Vestmark won the 2019 American Financial Technology Award from WatersTechnology for Best Third-Party Technology Vendor IT Team. Winners were recognized at an awards dinner on December 3, 2019.