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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

Finalists

WealthForge
Altigo: Alternative Investments in Good Order
REINNO
Fractional Real Estate Investing
Oxane Partners
Portfolio Management for Alternative Credit
InvestX
Private Equity Marketplace for Pre-IPO Giants
iCapital Network
AltsEdge Advisor Education Program
CAIS
Enhanced Platform
ALTSMARK
Private Markets Platform

Finalists

Vestorly
Curated Content Platform
New Constructs, LLC
Robo-Analyst
Magnifi, A TIFIN Company
Semantic Search Investment Platform
First Rate, Inc.
AI-Driven Innovation Solutions
Canoe Intelligence
AI Solution
benjamin technology, Inc.
AI Business Support System
Aidentified LLC
Relationship Intelligence Platform

Finalists

Zabo
Cryptocurrency Portfolio Dashboard for Financial Advisors
REINNO
Investing in Real Estate with Cryptocurrency
Eaglebrook Advisors
Bitcoin SMAs
Capitect
Coinbase integration
AdvisorPeak
Digital Asset Trading Solution

Finalists

Skience
Advisor Transitions Solution
SigFig
CoPilot
Pulse360
Meeting Documentation Workflow Software
Panoramix Financial
Asynchronous Processing
eMoney Advisor, LLC
API Strategy
Canoe Intelligence
Workflow Automation
benjamin technology, Inc.
AI Business Support System
Bill.com
Wealth Management Bill Paying Services

Finalists

Vestmark
John Lunny
The TIFIN Group
Dr. Vinay Nair
SMArtX Advisory Solutions
Evan Rapoport
Riskalyze
Aaron Klein
Orion Advisor Solutions
Eric Clarke
InvestCloud
John Wise
Envestnet, Inc.
Bill Crager
Broadridge
Mike Alexander
Apex Clearing Corporation
Bill Capuzzi

Finalists

The TIFIN Group
Niharika Shah
SMArtX Advisory Solutions
Alex Smith-Ryand
Riskalyze
Justin Boatman
eMoney Advisor, LLC
Susan McKenna
Advicent
Anthony “Tony” Stich

Finalists

Orion Advisor Solutions
Mustapha Baassiri
First Rate, Inc.
Bo McWilliams

Finalists

Finalists

Orion Advisor Solutions
One Portal Project
Morningstar Inc.
ByAllAccounts Financial Management Tools
FactSet
Digital Portals and Widgets Library
d1g1t
Client Mobile App
Black Diamond Wealth Platform
Client View

Finalists

Smarsh
Connected Suite Enhancements
RIA in a Box
MyRIACompliance Enhancements
Morningstar, Inc.
Regulation Best Interest Solutions
InvestorCOM Inc.
Best Interest Recommendations Application
Hearsay Systems
Snapshot
CellTrust Corporation
SL2 Mobile-First Capture
AdvicePay
Financial Plan Deliverables

Finalists

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

Finalists

SS&C Salentica
CRM Enhancements and Integrations
Redtail Technology
CRM Integrations
Practifi
Role-Based Apps
InvestCloud
Enhanced CRM

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

Finalists

The E-Valuator
Software for Fiduciaries
Retirement Clearinghouse
401(k) Portability
Morningstar Investment Management LLC
Morningstar Plan Advantage
GGA Retirement
Employee/advisors Engagement Tool

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