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Technology Providers

  • Account Aggregation
  • Alternative Investment Platforms
  • Artificial Intelligence
  • Blockchain / Cryptocurrency
  • Business Support Sys. | Workflow Auto.
  • Chief Executive Officer Of The Year
  • Chief Marketing Officer Of The Year
  • Chief Technology Officer Of The Year
  • Client Onboarding / New Account Opening
  • Client Portals
  • Compliance
  • Corporate Social Responsibility
  • CRM
  • Digital Advisors (Robo)
  • Diversity, Equity And Inclusion
  • Document Management
  • Financial Planning
  • Innovation New Applications
  • Innovation Platforms
  • Marketing Automation
  • Model Marketplaces
  • Portfolio Analytics
  • Portfolio Mgnt, Acct/Performance Rptg.
  • Real Estate
  • Rebalancing
  • Risk Tolerance / Client Profiling
  • Social Media Leadership
  • Specialized Planning Applications
  • Thought Leadership
  • Unified (All-In-One) Systems
  • Wealth Rptg./Personal Finance Mngrs.

Finalists

Launched in March 2014, InvestX provides the $30 trillion dollar wealth management industry with access to the late stage growth equity asset class.  InvestX empowers broker–dealers and advisors with access, liquidity, and innovation to the private equity asset class through investments in pre-IPO…

 

iCapital Network is a financial technology company with a mission to power the world’s alternative investment marketplace by providing solutions and support for the global wealth management, banking, and asset management industries. The iCapital platform offers a curated menu of private equity…

 

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity…

 

A Modern, Mass Market Solution for Retail Investing in Private Capital. ALTSMARK provides a “risk free” and scalable answer to the mass operation of private market portfolios within Wealth Management, RIA, Private and Trust Bank businesses. We are the QuickBooks™ of Alternatives!; Fast to deploy, Cost…

 

Finalists

WealthForge
Altigo: Alternative Investments in Good Order
REINNO
Fractional Real Estate Investing
Oxane Partners
Portfolio Management for Alternative Credit

New Constructs is an independent research firm that specializes unrivaled insights into the fundamentals and valuation of private and public businesses. Combining human expertise with NLP/ML/AI technologies, the firm’s research shines a light in the dark corners (e.g. footnotes) of hundreds of thousands of financial filings to unearth…

 

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our innovative services and solutions help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment …

 

benjamin is the financial industry’s first ever business support system driven by AI which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. benjamin elegantly automates a myriad of time-consuming and menial yet imperative tasks…

 

Aidentified was founded by twin brothers Darr and Tom Aley after a number of successful data-related ventures and work at Amazon, D&B, and Dow Jones. The unmet opportunity they saw was the “Holy Grail” of combining an individual’s consumer and professional attributes into a unified single household…

 

Finalists

Vestorly
Curated Content Platform
Canoe Intelligence
AI Solution

Eaglebrook is a tech-driven investment manager specializing in bitcoin and digital assets. The firm offers various Bitcoin and Digital Asset SMAs serving financial advisors, registered investment advisors (RIAs), family offices, and institutional investors. Eaglebrook is backed by wealth management executives and institutions.

 

AdvisorPeak puts enterprise-class portfolio management tools within reach of all investment professionals. With over 10 years of development and refinement, AdvisorPeak’s rebalancing software is the most powerful yet simple way to manage your client portfolios. AdvisorPeak’s software is supported by

 

Finalists

Zabo
Cryptocurrency Portfolio Dashboard for Financial Advisors
REINNO
Investing in Real Estate with Cryptocurrency
Capitect
Coinbase integration

Skience delivers cloud-enabled strategies and solutions that transform financial services businesses, helping firms save time and money while reducing errors at every stage of their business operations. Skience’s award-winning platform and consulting services provide an efficient way to unify firms’…

 

Pulse360’s mission is to make financial advisors ; their teams save at least 50% of the time they spend doing expensive admin work – managing their meeting notes. Our remote-ready all-in-one meeting documentation ; communication software helps advisors communicate their value to the clients, keep th

 

Panoramix was developed by Sapphire Software Services, a custom software and business-to-business automation company founded in 2003. Sapphire brings business application to the web, provides consulting services with the best vendors and partnerships, and offers professional development…

 

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More tha

 

Bill.com is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Customers use the Bill.com platform to manage end-to-end financial workflows and to process payments. The Bill.com AI-enabled…

 

benjamin is the financial industry’s first ever business support system driven by AI which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. benjamin elegantly automates a myriad of time-consuming and menial yet imperative tasks…

 

Finalists

SigFig
CoPilot
Canoe Intelligence
Workflow Automation

Headquartered outside of Boston, Mass., and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through…

 

TIFIN is a holding company that conceives, creates and operates fintech companies in the areas of wealth management, investments and personal finance. Our operating companies are shaping the future of investor experience with intelligent products that recognize the uniqueness of each inves

 

SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional…

 

Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models

 

Orion has been the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses…

 

InvestCloud is a California founded company that has grown from an idea in a garage to a platform with 700 clients ; over $6 trillion of assets in just 10 years. We’re known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences…

 

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 106,000 advisors and mor

 

Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions to banks…

 

Apex Clearing is the fintech for fintechs powering innovation and the future of digital wealth management. Our proprietary enterprise-grade technology delivers speed, efficiency, and flexibility to firms ranging from innovative start-ups to blue-chip brands focused on transformation to capture a new…

 

Finalists

TIFIN is a platform that conceives, creates, and operates fintech companies in the areas of wealth management, investments, and personal finance. Our operating companies are shaping the future of investor experience with intelligent products that recognize the uniqueness of each investor.

 

SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional…

 

Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models and res…

 

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More tha

 

Advicent is the financial planning technology provider of choice for over 140,000 financial professionals across nearly 3,000 firms worldwide, including four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American

 

Finalists

Orion has been the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses..

 

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our innovative services and solutions help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment stra

 

Finalists

Finalists

Orion has been the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses…

 

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and…

 

FactSet delivers superior analytics, service, content, and technology to help more than 153,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedi

 

d1g1t is the industry’s first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory…

 

The Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies. An award-winning, cloud-based solution, Black Diamond is designed to meet the complete business needs of wealth management professionals and their clients. Complete with performance reporting…

 

Finalists

Morningstar Inc.
ByAllAccounts Financial Management Tools

Morningstar has been empowering investor success since 1984 with our comprehensive data, cutting-edge research, and sophisticated analytics. Our global database is one of the largest in the business, but the real power is in the standards we apply to ensure its quality. We are independent thinkers…

 

InvestorCOM is a provider of regulatory compliance software and communications solutions. Our innovative suite of FinTech solutions was developed in response to increasing regulation and the demand for more effective communication and disclosure from the financial services industry…

 

CellTrust is a global leader in enterprise mobile communications, compliance enforcement, traceability, e-discovery and security, for highly regulated industries.

 

Finalists

Smarsh
Connected Suite Enhancements
RIA in a Box
MyRIACompliance Enhancements
InvestorCOM Inc.
Best Interest Recommendations Application
Hearsay Systems
Snapshot
AdvicePay
Financial Plan Deliverables

Panoramix was developed by Sapphire Software Services, a custom software and business-to-business automation company founded in 2003. Sapphire brings business application to the web, provides consulting services with the best vendors and partnerships, and offers professional development…

 

Finalists

Uncommon Giving
Workplace Platform
Panoramix Financial
ScopeX Green House Gas Emissions Analysis

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors…

 

More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms. Practifi’s innovative product suite helps advisory teams integrate systems and automate processes while maximizing revenue, boosting growth, and strengthening…

 

InvestCloud is a California founded company that has grown from an idea in a garage to a platform with 700 clients ; over $6 trillion of assets in just 10 years. We’re known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences…

 

Finalists

SS&C Salentica
CRM Enhancements and Integrations

InvestCloud is a California founded company that has grown from an idea in a garage to a platform with 700 clients ; over $4 trillion of assets in just 10 years. We’re known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences…

 

Finalists

Strategy Marketplace
Tactical Robo Advisory TAMP Platform
Marstone, Inc.
Platform Enhancements

Asset-Map is a scalable Software as a Process (SaaP) that helps financial professionals, who lead with advice, collect, visualize and analyze client household facts in order to provide holistic guidance in minutes not hours.; Adopted by thousands of professionals worldwide, Asset-Map consistently…

 

Finalists

Dynasty Financial Partners
The Dynasty Women’s Network (DWN)
FMG Suite
Human Rights Campaign
Freeman Capital
Wealth for All
XY Planning Network
Virtual Internship Program

Panoramix was developed by Sapphire Software Services, a custom software and business-to-business automation company founded in 2003. Sapphire brings business application to the web, provides consulting services with the best vendors and partnerships, and offers professional development…

 

Laserfiche is the leading SaaS provider of intelligent content management and business process automation for highly regulated industries such as wealth management, banking, and insurance. Through powerful workflows, electronic forms, document management and analytics, the platform eliminates manual

 

Finalists

Vanilla
Vanilla Documents
Canoe Intelligence
Document Management Solution

InvestCloud is a California founded company that has grown from an idea in a garage to a platform with 700 clients & over $6 trillion of assets in just 10 years. We’re known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences…

 

Envestnet | MoneyGuide provides goals-based financial planning applications. It believes that everyone needs and deserves a quality financial plan. Envestnet | MoneyGuide is dedicated to this mission and focuses exclusively on helping advisors use financial planning to more effectively motivate…

 

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More tha

 

Asset-Map is a scalable Software as a Process (SaaP) that helps financial professionals, who lead with advice, collect, visualize and analyze client household facts in order to provide holistic guidance in minutes not hours.; Adopted by thousands of professionals worldwide, Asset-Map consistently…

 

Finalists

Snappy Kraken is an automated growth program that combines technology, content, and education to help financial advisers expand market share while simultaneously delivering higher quality experiences for existing clients.

 

More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms. Practifi’s innovative product suite helps advisory teams integrate systems and automate processes while maximizing revenue, boosting growth, and strengthening…

 

Morningstar has been empowering investor success since 1984 with our comprehensive data, cutting-edge research, and sophisticated analytics. Our global database is one of the largest in the business, but the real power is in the standards we apply to ensure its quality. We are independent thinkers…

 

Income Discovery is an AI-powered fiduciary platform that makes complex retirement decumulation simple. Income Discovery empowers an end-to-end process to acquire retirees, and create, implement and monitor personalized tax-efficient retirement income plans across all wealth tiers. Its AI engine…

 

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More tha

 

The Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies. An award-winning, cloud-native solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting…

 

Finalists

Income Discovery
Holistic Retirement Income Disbursal Capability
Helios Integrated Planning
Estate Planning Platform for Financial Advisors

Goldman Sachs Private Bank Select® (GS Select®) is a high-tech, high-touch program, partnering with leading broker dealers, RIAs and custodians in the independent space. From origination to confirmation and ongoing management, a digital interface provides full transparency to both advisors and clien

 

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $10.3 trillion, including discretionary assets of $3.9 trillion as of March 31, 2021, we focus on meeting the unique needs of a diverse set of…

 

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 106,000 advisors and…

 

Finalists

YCharts
Custom Securities Tool
Supernova TechnologyTM
Securities-Based Lending Platform
Morgan Stanley
WealthDesk Field Engagement and Adoption
Marstone, Inc.
Platform Enhancements
Jacobi
Workflow Apps
Goldman Sachs Private Bank Select
Securities-based Lending
FIS
Unity’s Advanced Analytics Module

Snappy Kraken is an automated growth program that combines technology, content, and education to help financial advisers expand market share while simultaneously delivering higher quality experiences for existing clients.

 

Idea Decanter helps financial advisors meet business growth goals with video marketing. After building a video marketing strategy together, FAs get expert guidance producing original, custom content either on-site or remotely. Through 2020, the women-led company pioneered the development of a remote

 

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More tha

 

Clout is a growth marketing fintech platform that leverages AI powered-content activated on digital and social media to enhance outcomes for investors, their advisors, and asset managers. Clout is an operating company within TIFIN. TIFIN is a platform that conceives, creates, and…