Vertical Management Systems

Vertical Management Systems

Vertical Management Systems (VMS) provides data, financial networking, and account aggregation technology for fiduciary risk, fee transparency, and revenue reconciliation. VMS has designed, developed, and hosted accounting and securities process-and-control solutions for the largest financial institutions in the United States. VMS's three core products include its retirement platform, Retirement Revolution, a supplier of next-generation retirement solutions; Mutual Fund Desk (MFD), a mutual fund process-and-control platform; and Specialized Information Services (SIS), a comprehensive source of customized and audited financial data. VMS’ proven technologies deliver smart financial data and information flows in a single, streamlined format customized to each manager's unique needs and systems.

HQ 🇺🇸
Pasadena, United States
Year founded
1992
Status
Alive
People
Cort Williams
Senior Vice President
Roger Loar
Chief Executive Officer, President
Marguerite Peters
President, Chief Operating Officer
Bob Ward
Chief Revenue Officer
Investors
NewSpring Capital
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