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
Cole Capital
Eaton Vance
Edward Jones
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
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: Orion Advisor Services