27.02.2024 12:45:32 - dpa-AFX: Vestmark In Partnership With Invesco On Portfolio Solutions
WASHINGTON (dpa-AFX) - Vestmark, Inc., a provider of wealth management
software and services, Tuesday announced partnership with investment management
firm, Invesco Ltd. (IVZ) to provide portfolio solutions to Registered Investment
Advisor (RIA) channels.
RIAs using Invesco models will gain access to Vestmark VAST, a portfolio
management service providing personalized investing and individual tax
management, Vestmark said in a statement.
Karl Roessner, Chief Executive Officer at Vestmark, said, 'This partnership
marks a significant step toward providing RIAs with innovative portfolio
solutions, combining Invesco's investment experience with Vestmark's
breakthrough tax transition and tax management service, VAST. We are confident
that this strategic partnership will be a game-changer in the RIA channel.'
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