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Wilshire Funds Management Launches Wealth Platform

Eliane Chavagnon

21 April 2016

is launching an “end-to-end” wealth management platform powered by technology from the financial solutions provider Vestmark.

The Wilshire Wealth Management Platform will provide institutions, RIAs and family offices with turnkey access to the firm’s investment strategies and research.

“There is a great need for a research solution that bridges the increasingly narrow gap between the demands of institutional and ultra high net worth investors,” said Josh Emanuel, chief investment officer of Wilshire Funds Management. “This platform distills Wilshire’s four decades of institutional experience into an intuitive and flexible solution.”

“Securing Wilshire as a strategic partner and utilizing its new platform will allow us to focus more on serving wealthy families,” said Michael Roscoe, CIO at the Barclay Breland Family Office in Palm Beach, FL. “Wilshire provides the support we need to manage the complexities of a large family office, from sophisticated research and portfolio management to trading and performance reporting."