10:21 AM EDT, 05/07/2025 (MT Newswires) -- Vestmark, a wealth management software and services provider, on Wednesday said that it was partnering with Corient, a unit of Toronto-based CI Financial ( CIXXF ) , a global asset and wealth management company, to provide consolidated trading and portfolio management across its entire network of advisors.

With Vestmark's industry-leading technology, Corient will be able to consolidate investment solutions on one platform, centralizing portfolio management and trading capabilities across its approximately $177 billion of assets, a statement said. This partnership represents a trend among wealth management firms, which are increasingly adopting consolidated portfolio management and trading technology to power their growth, the statement added.

"Our goal is to provide them with a robust and consistent technology foundation to power their continued growth," said Vestmark Chief Executive Karl Roessner.

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