Vertical Management Systems

HQ Address

3240 El Camino Real, Suite 140, Irvine, CA 92602, United States

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Business introduction

The Financial Operations Intelligence Engine

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 Solutions

Retirement Revolution

At VMS, we are dedicated to helping service providers implement best-in-class solutions for the plan sponsors, and ultimately the individual participants, they serve. Utilizing cutting-edge technology and our deep knowledge of the retirement industry, we have built a dynamic, cost-effective, feature-rich recordkeeping solution with Retirement Revolution. Retirement Revolution combines the best......

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VMS Data

VMS provides the data you need to run your business efficiently. Every day, whether posting income or executing trades, you need a reliable data vendor that offers the most complete and highest quality products and services available. VMS Data offers banks, trust companies, brokers, recordkeepers, investment advisors, TPAs and other financial......

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Although mutual funds have been an investment option for decades, the lack of standardization across mutual fund companies continues to plague the systems expected to support them. Legacy platforms were designed to support the standardized trading and settlement of equities through a single depository, the Depository Trust Company (DTC). Requiring these......

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