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Products March 22, 2004
JPMorgan, Vestmark Announced Managed Account Outsourcing
March 22, 2004 (PLANSPONSOR.com) - Investment
managers and plan sponsors looking to outsource managed
account administration have a new alliance between JPMorgan
Investor Services and Vestmark to consider.
Reported by Eric Hazard
The partnership was developed to support the wealth management market. By integrating Vestmark’s technology with JPMorgan Investment Services’ servicing platform, clients will benefit from a flexible, Web-based solution , according to a news release.
The new outsourcing solution includes account opening and closing, ongoing account maintenance, performance reporting, and account reconciliation.