Wilshire Funds Management, a business unit of investment manager Wilshire Associates, has launched an end-to-end wealth management platform that leverages technology from Vestmark.
The new solution, dubbed Wilshire Wealth Management Platform, will provide institutions, registered investment advisors, and family offices with access to Wilshire’s investment strategies and research.
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The company said that its newly launched platform is designed to help streamline portfolio management with an integrated, scalable, institutional platform.
Client accounts managed by Wilshire Funds Management will utilize VestmarkONE, a real-time unified wealth management technology platform.
Wilshire Funds Management president Jason Schwarz said: "Many investment advisors are looking for a single institutional quality partner to provide a comprehensive set of asset management services and technology that best fit their needs. While a number of existing providers offer varying features, it’s challenging to find one that performs the complete range of asset management tasks well.
"Powered by VestmarkONE, the Wilshire Wealth Management Platform is uniquely positioned to fill this void, combining our industry-leading manager research and selection with a full range of tools for proposal generation, portfolio construction and ongoing management, tax overlay, and customized reporting."
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By GlobalDataVestmark president Rob Klapprodt said: "These strengths coupled with Vestmark’s innovative technology, award-winning outsourcing services, and newly launched Vestmark Manager Marketplace, create a compelling solution for the marketplace. We look forward to our continued collaboration with Wilshire in assisting advisors and institutions to deliver better outcomes for the investors they serve."
