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Vestmark, a Jersey City, N.J.-based purveyor of advisory solutions and wealth management technology, reports that Chartwell Investment Partners (CIP) is live on VestmarkONE, Vestmark’s unified management platform, to manage CIP’s separately managed accounts, and the Vestmark business process outsourcing (BPO) solution.
Chartwell is a Berwyn, Pa.-based investment firm focused on institutional, sub-advisory, managed account and private client relationships, Vestmark says in a statement.
By using VestmarkONE, “Chartwell is able to effectively and efficiently manage and trade their [separately managed accounts] strategies across their distribution partners. In addition, by leveraging the Vestmark BPO Service, Chartwell has immediate scale in account administration, post-trade processing, and reconciliation,” says Vestmark, which characterizers the BPO service as a solution “that allows users of VestmarkONE – including broker-dealers, banks, investment managers, and advisors – to outsource middle-and back-office administrative and operational functions.”
Chartwell is a wholly owned subsidiary of TriState Capital Holdings, Inc., a registered bank holding company based in Pittsburgh, Pa.
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- BPO,
- SMA,
- unified management platform,
- wealth management
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