Menu

Industry Awards

The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success. Delivering outstanding advice to investors requires a strong ecosystem of industry expertise, superior products, top-notch service and innovative technology that provide advisors with the resources they need to navigate their clients toward their financial goals.

Subcategories
Highlights
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.
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.
Load More