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
2016 Winner: TD Ameritrade Institutional
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2016 Winner: Janney Montgomery Scott LLC
2016 Winner: IMCA
Charles Schwab Investment Management
CompanynbspVestmarknbspCategorynbspTechnologynbspProviders ndash InnovationnbspInitiativenbspVestmark Manager MarketplacenbspnbspAdvisors who use thirdparty managersnbspneednbspan efficient way tonbspestablish and monitornbspthosenbsprelationships ThenbspnewnbspVestmark Manager Marketplace VMMnbspstreamlinesnbspcommunication between advisors andnbspthirdparty managersnbspinnbspcharge ofnbspmodel portfolios or separately managed accounts
CompanynbspPershingnbspCategorynbspAsset Managers ndash Separate AccountsnbspInitiativenbspLockwood  Managed360nbspWith the advent of trends such as technologydriven automation andnbspfiduciary andnbspfeeonly arrangementsnbspbetween advisors andnbspclientsnbspmass affluent investors are increasingly interested innbspmanaged account offeringsnbspPershing LLC and Lockwood Advisors havenbspresponded to this shift bynbsplaunchingnbspManaged360nbspa s
CompanynbspBlackRockCategorynbspAsset Managers EquitiesProgramnbspMinimum Volatility Challenge ToolUsing both index and active strategies can provide a source of incremental return or a way to manage risknbspBlackrockrsquos Minimum Volatility Challenge tool helps advisors demonstrate the advantages of these smart beta strategies to their clientsThe online tool allows users to see what a greater focus on minimum volatility can do for a hypothetical portfolio An interactive platfo