List of VestmarkONE Customers
Wakefield, 1880, MA,
United States
Since 2010, our global team of researchers has been studying VestmarkONE customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased VestmarkONE for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using VestmarkONE for Asset and Wealth Management include: Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion, Stifel Financial, a United States based Banking and Financial Services organisation with 8892 employees and revenues of $4.33 billion and many others.
Contact us if you need a completed and verified list of companies using VestmarkONE, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The VestmarkONE customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Citigroup | Banking and Financial Services | 230000 | $81.1B | United States | Vestmark | VestmarkONE | Asset and Wealth Management | 2009 | n/a |
In 2009 Citigroup implemented VestmarkONE to support account reconciliation and portfolio operations within its Asset and Wealth Management environment. The deployment targeted separately managed account reconciliation, cash and position discrepancy research, and operational amendment workflows used by operations teams.
Citigroup configured VestmarkONE to deliver reconciliation engines, portfolio accounting and reporting capabilities, and workflow automation for exception management and amendments. VestmarkONE centralized SMA reconciliation logic and standardized account-level correction processes performed by operations staff, reinforcing auditability and control within settlement and trade support functions.
VestmarkONE was integrated with sponsor portfolio management systems recorded in operational notes, including Fiserv APL, Portia, Mates and GIM II, enabling position and cash feeds to be reconciled across multiple systems. Operational coverage included the Citi operations function and direct coordination with investment managers, where operations personnel researched discrepancies and executed amendments inside VestmarkONE to resolve account discrepancies.
Governance relied on operations representatives to drive discrepancy research and to coordinate remediation with investment managers, using standardized reconciliation and amendment workflows within VestmarkONE. The implementation supported explicit efforts to improve operational efficiency and to resolve account specific issues through tighter exception handling and standardized remediation procedures.
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Stifel Financial | Banking and Financial Services | 8892 | $4.3B | United States | Vestmark | VestmarkONE | Asset and Wealth Management | 2017 | n/a |
In 2017, Stifel Financial implemented VestmarkONE for Asset and Wealth Management to centralize advisory trading and managed account operations. The deployment focused on Advisory Trading Operations, supporting a team of approximately 15 licensed analysts responsible for overlay management of fee based managed accounts and daily trading workflows. VestmarkONE was positioned as the core platform for portfolio and order orchestration in the firm’s fee based account population.
VestmarkONE was configured to support portfolio accounting, order management and overlay management capabilities, along with performance reporting and billing workflows consistent with Asset and Wealth Management operations. Operational reporting and automation routines were built to surface KPIs and streamline workload distribution across the Advisory Trading Team, and the full application name VestmarkONE is the locus for these modules. Configuration work emphasized reconciliation of trading instructions, model enforcement and exception handling to reduce manual intervention in account level overlays.
The implementation included integrations with Security APL and Fiserv UWP trading systems as part of the trading and execution environment, enabling VestmarkONE to participate in order routing, position updates and downstream performance reporting. Operational coverage extended across account administration, trading, billing, compliance and performance reporting disciplines, and the platform was used to improve advisor facing workflows. Internal projects referenced in the environment targeted technology led automation and efficiencies to enhance the advisor experience.
Governance and process changes accompanied the technical rollout, with creation, implementation and oversight of written supervisory procedures for Advisory Trading Operations, structured KPIs, and ongoing process improvement activities. Day to day operations highlight responsibilities for workload management, staffing, associate development and compliance oriented procedure documentation, aligning VestmarkONE configuration with enterprise operational controls.
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Buyer Intent: Companies Evaluating VestmarkONE
- Ameriprise Financial, a United States based Banking and Financial Services organization with 13800 Employees
- UL Solutions, a United States based Professional Services company with 15133 Employees
- TD Securities, a Canada based Banking and Financial Services organization with 6500 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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