Pensionmark and Vestmark Announce Strategic Partnership to Help Shape the Future of Wealth Management
Retrieved on:
Jeudi, mars 21, 2024
SANTA BARBARA, CA, March 21, 2024 (GLOBE NEWSWIRE) -- Pensionmark Financial Group, a leading financial advisory firm and the financial services division of World Insurance Associates LLC, announced today a strategic partnership with Vestmark, Inc., a leading provider of wealth management software and services, aimed at revolutionizing the landscape of wealth management.
Key Points:
- SANTA BARBARA, CA, March 21, 2024 (GLOBE NEWSWIRE) -- Pensionmark Financial Group, a leading financial advisory firm and the financial services division of World Insurance Associates LLC, announced today a strategic partnership with Vestmark, Inc., a leading provider of wealth management software and services, aimed at revolutionizing the landscape of wealth management.
- “In order for us to onboard that burden successfully and at scale, Pensionmark partners with leading technology providers.
- “This partnership represents our ongoing commitment to shaping the future of wealth management by empowering advisors to provide exceptional service and outcomes.”
Vestmark’s power lies in its ability to provide sophisticated portfolio management and trading solutions that prioritize personalization and tax management. - Furthermore, the partnership will facilitate seamless asset transition services, helping advisors transition assets to the Pensionmark platform and providing ongoing tax management.