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The firm is consolidating its disparate systems for separately managed accounts, mutual fund wraps, unified managed accounts, and several other types of accounts.
Investment manager Oppenheimer & Co. recently began consolidating the firms’ many platforms with the help of vendor Vestmark, a move the firm says will help it get a handle on its disparate IT systems. Vestmark offers platform consolidation system via a software as a service (SaaS) implementation, officials say. Bryan McKigney, Oppenheimer’s president, says the firm...
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