CompanynbspPIEtech IncnbspnbspCategorynbspTechnology ProvidersmdashFinancial PlanningnbspInitiativenbspmyMoneyGuide Planning ExperiencenbspTruly personalized financial plans require detailed conversations between advisors and clients PIEtech Inc recently revamped its myMoneyGuide financial planning software to enablenbspthesenbspdeeper conversationsnbspand help advisors developnbspa greater understandingnbspof clientsrsquonbspneedsnbspnbspNew
2016 Winner: PIEtech
Nov 02, 2016
PIEtech, Inc. is the winner of the Technology Providers—Financial Planning category.
Cole Capital
2016 Winner: Cole Capital
Oct 21, 2016
Cole Capital is the winner of the Asset Managers – Real Estate (Including REITs) category.
Eaton Vance
2016 Winner: Eaton Vance
Oct 21, 2016
Eaton Vance Corp. is the winner of the Asset Managers – Fixed Income category.
Edward Jones
2016 Winner: Edward Jones
Oct 21, 2016
Edward Jones is the winner of the Broker/Dealers (1,000 Advisors or More) – Technology category.
Raymond James
2016 Winner: Raymond James
Oct 21, 2016
Raymond James is the winner of the Broker/Dealers (1,000 Advisors or More) – Technology category.
Company CAISCategorynbspHedge FundsPrivate EquitynbspInitiativenbspIncreased access to Private Equity and Hedge Funds through Fidelity and MercernbspAs the hedge fund and private equity investment space grows so does demand from wealth management firms for costeffective access to these investment solutions In response financial products platform provider CIAS strengthened relationships with strategic partners Fidelity Institutional and Mercer to expand its menu of alternative invest
2016 Winner: CAIS
Oct 21, 2016
CAIS is the winner of the Hedge Funds/Private Equity category.
CompanynbspArtivestCategorynbspDisruptors ndash TechnologyInitiativenbspArtivest Platform Enables Financial Advisors to Better Serve HNW Clients with Private AltsHigh net worth clients want access to coveted alternative investment managers advisors want their affluent clients to have access to these investments and managers Enter Artivestrsquos technologydriven investment platform which offers advisors more access to private equity and hedge fund investments while streamlining comm
2016 Winner: Artivest
Oct 21, 2016
Artivest is the winner of the Disruptors - Technology category.
2016 Winner: Orion Advisor Services
2016 Winner: Orion Advisor Services
Oct 21, 2016
Orion Advisor Services, LLC (Orion) is the winner of the Technology Providers – Portfolio Management, Accounting and Performance Reports category.
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