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View More Press Releases by Vertical Management System

Press release:

Vertical Management Systems, Inc. Partners with United Retirement Plan Consultants to Provide Complete Recordkeeping Solutions through its Retirement Revolution Platform

Issued by: Vertical Management System

Date: Dec. 3, 2015

Pasadena, CA — December 2, 2015 — Vertical Management Systems, Inc. (VMS), one of the nation’s leading providers of data, financial networking and account aggregation technology, announced that it is partnering with United Retirement Plan Consultants (URPC), one of the nation’s leading independent providers of third party administration services for qualified retirement plans.

VMS’ retirement platform - Retirement Revolution combines the best features of brokerage, trust and custody accounting systems within a single product. The platform’s modern and flexible technology enables TPAs and other service providers to deliver integrated comprehensive solutions.    

“We look forward to collaborating on high impact retirement plan solutions with VMS’ Retirement Revolution platform,” said John Davis, President and CEO of URPC.  “Our partnership will allow us to bring financial intermediaries and their clients a fully integrated and optimal retirement plan solution that can be customized to meet each client’s goals and objectives.  We will leverage United Retirement’s plan design, consulting and administration services on a local and national level with the power of Retirement Revolution’s premier database-driven recordkeeping technology to offer best-in-class retirement plan programs in a cost-effective manner.”    

“We are extremely pleased to be working with United Retirement Plan Consultants,” said Bob Ward, VMS Chief Revenue Officer.  “URPC’s national network of local experts, wide scope of comprehensive TPA services, and focus on maximizing retirement plan solutions is very much aligned with VMS’ goal of delivering cost-effective, easy-to-use, feature rich, next generation retirement solutions to the retirement marketplace.”

About United Retirement Plan Consultants
United Retirement Plan Consultants (URPC) is a leader in retirement plan design, consulting and administration services for small to mid-size employers. From basic to sophisticated, it delivers the most cost-effective and tax-efficient retirement plan solutions. URPC serves 10,000 clients with $12 billion in plan assets from 20 sales and service locations in 17 states. URPC leverages its national footprint with local expertise to deliver best-in-class retirement plan solutions.
About Vertical Management Systems, Inc. and Retirement Revolution
Vertical Management Systems, (VMS) is one of the nation’s leading providers of data, financial networking, and account aggregation technology.  For more than 20 years, VMS has designed, developed and hosted accounting and securities process-and-control solutions for the largest financial institutions in the United States.  Its retirement platform, Retirement Revolution is a leading supplier of next-generation retirement solutions.


View More Press Releases by Vertical Management System

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