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New York City-based Oppenheimer & Co. Inc., a subsidiary of Oppenheimer Holdings Inc., has chosen VestmarkONE, the unified wealth management technology platform from Wakefield, Mass.-based Vestmark, a software-as-a-service technology provider.
VestmarkONE helps clients “consolidate, manage, and trade all of its advisory programs, as well as those offered through its affiliate, Oppenheimer Asset Management Inc.,” the companies say in a statement.
“Vestmark will consolidate Oppenheimer’s entire advisory business, accounting and trading platforms representing $27 billion in assets and tens of thousands of accounts onto VestmarkONE,” according to the vendor’s statement. “Oppenheimer will be utilizing Vestmark’s Proposal Generation Module to generate client-ready investment proposals spanning Oppenheimer’s fee-based advisory offerings.”
Oppenheimer Holdings’s other wholly owned subsidiaries include Oppenheimer Asset Management Inc., Oppenheimer Life Agency Ltd. and Oppenheimer Trust Company of Delaware.
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