Mr. Lennie Gullan reports

VESTMARK PARTNERS WITH CORIENT TO PROVIDE CONSOLIDATED TRADING AND PORTFOLIO MANAGEMENT ACROSS ENTIRE NETWORK OF ADVISORS

CI Financial Corp.'s Corient has struck a strategic partnership with Vestmark Inc., a leading wealth management software and services provider. Corient will utilize Vestmark's portfolio management and trading technology solutions across its entire business.

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. This partnership represents a trend among fast-growing wealth management firms, which are increasingly adopting consolidated portfolio management and trading technology to power their growth.

"We are extremely pleased to have been chosen as one of Corient's key strategic partners. Our goal is to provide them with a robust and consistent technology foundation to power their continued growth," said Karl Roessner, chief executive officer of Vestmark. "At Vestmark, we understand the importance of flexibility; our solutions are designed to empower firms to effectively support their advisor base while seamlessly integrating the unique capabilities that arise from their growth and evolution."

"With Vestmark, we have selected a partner that will enable trading at the scale of a leading national wealth manager, such as Corient," said Lennie Gullan, partner and chief operating officer of Corient. "We are excited about Vestmark's proven ability to serve clients at scale and look forward to unlocking the capabilities of their powerful and highly personalized trading and portfolio management platform."

Vestmark supports six of the industry's 10 largest managed account platforms, with $1.5-trillion in assets flowing through its platform. More than 65,000 advisers supported by Vestmark technology have access to a model marketplace with more than 1,200 strategies.

About Vestmark

Headquartered in Wakefield, Mass., and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisers, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5-trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.

About Corient

Corient Private Wealth is a fiduciary, fee-only national wealth management firm providing comprehensive solutions to ultrahigh-net-worth and high-net-worth clients. It combines the personal service, creativity and objective advice of a boutique with the power of experienced advisers, extensive capabilities and custom-built strategies to create a differentiated wealth experience. Corient focuses on exceeding expectations, simplifying lives and establishing lasting legacies. Corient is distinguished by its private partnership model, which fosters collaboration and the shared vision of delivering unrivaled client excellence. It has more than 240 partners and over 1,200 employees managing approximately $177.3-billion in client assets (as of Dec. 31, 2024). Headquartered in Miami, Corient is a subsidiary of Toronto-based CI Financial, a global asset and wealth management company.