Vertical Management Systems

Vertical Management Systems, Inc. specializes in designing, developing, and hosting accounting and securities process-and-control solutions for financial institutions both in the United States and internationally. The company addresses critical issues such as fiduciary risk, fee transparency, and revenue reconciliation through its integrated solutions. Key offerings include Retirement Revolution, a recordkeeping system that enhances fee transparency and supports small to mid-sized retirement plans; Mutual Fund Desk, which automates mutual fund trading and reconciliation; and Specialized Information Services, providing customized audited mutual fund data to reduce processing errors. Vertical Management Systems serves a diverse clientele, including banks, trust companies, insurance firms, retirement providers, custodians, record keepers, broker dealers, and asset managers. Founded in 1992 and headquartered in Pasadena, California, the company has established itself as a leader in financial networking and account aggregation technology.