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http://www.fidelity.com/

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Vestmark Fidelity relationship enables advisor-driven portfolio customization

Vestmark Announces Strategic Agreement to Deliver Open- Architecture Custom Model Portfolios

August 1 2025

Vestmark, Inc., a leading provider of wealth management software and services, announced today a strategic relationship with Fidelity Investments to provide eligible advisors of RIAs and broker-dealers access to an open-architecture custom model portfolio platform.

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