Vertical Management Systems

Financial Services - Irvine, CA, US

Vertical Management Systems Employees
Lori Zeman

Client Implementation Project Manager

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Robert Seward

Relationship Manager

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Bryan Schmidt

Software Developer

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Alan Colodner

Sales

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Faustina Rodriguez

Dividend Supervisor

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Jan Uson

Mutual Funds Consultant

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Ruben Alarcon

Customer Service Specialist

Contact Ruben Alarcon

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Vertical Management Systems Senior Management
Roger Loar

CEO

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Vertical Management Systems Details

VMS is the wealth management industry's only financial operations intelligence engine.Our proven technologies deliver smart financial data and information flows in a single, streamlined format customized to each manager's unique needs and systems.The result is cleaner data, lower costs, stronger compliance, and more collected revenue.

Vertical Management Systems logo, Vertical Management Systems contact details
Website: vmsholdings.com
Employees: 100 - 249
HQ: 800-867-4357
Location: Irvine, CA, US
Revenue: 5 - 10 Million
Mutual Fund Process and Control Data Aggregation Mutual Fund Trading Reconciliation and income processing Mutual Fund Distribution Announcements Retirement Services Net Asset Values & Daily Accrual Factors Retirement Recordkeeping Net Asset Values & Daily Accrual Factors Software Financial Advisory Services Financial Services
Vertical Management Systems Technologies
Email Providers

Outlook

Fonts

Google Font API

Online Video Platforms

YouTube

Analytics and Tracking

Google Analytics

Other

Mobile Friendly

CSS and JavaScript Libraries

Bootstrap Framework

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