Vestmark provides a comprehensive, modular, real-time platform for Sponsors, Investment Managers, and TAMPs to support their fee-based advisory, non-discretionary, and commission based accounts. Vestmark combines the reconciliation, account operations, portfolio management, rebalancing and trading functions into an integrated workflow to dramatically improve operational and trading efficiency, reduce compliance risk, and reduce operational errors.


SS&C is a leader in the delivery of investment and financial management software and related services focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. 5,000 financial services organizations, from the world’s largest to local financial services organizations, manage and account for their investments using SS&C’s products and services. These clients in the aggregate manage over $16 trillion in assets.

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