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Award Category
Technology Providers
Award Finalists
Adhesion Wealth
Model Marketplaces
Manager Exchange
Advisor Credit Exchange
Real Estate
Advisor Credit Exchange Platform
Advyzon
Advyzon
Unified (all-in-one) Systems
Platform Enhancements
Advisor360°
Advisor360°
Unified (all-in-one) Systems
Digital Onboarding
AdvisorEngine
AdvisorEngine
Marketing Automation
Lead Concierge
Advyzon
Advyzon
Portfolio Management, Accounting and Performance Reporting
Platform Enhancements
Advyzon
Advyzon
Rebalancing
Quantum® Rebalancer
Aidentified LLC
Artificial Intelligence
AI-Driven Referrals
aixigo AG
Portfolio Management, Accounting and Performance Reporting
BLOXX Platform
AltExchange
Portfolio Management, Accounting and Performance Reporting
Aggregation Platform
Andes Wealth Technologies
Andes Wealth Technologies
Client Onboarding/New Account Opening
Client Onboarding Platform
Andes Wealth Technologies
Andes Wealth Technologies
Portfolio Analytics
Deep Analytic Visualizations
Andes Wealth Technologies
Andes Wealth Technologies
Risk Tolerance/Client Profiling
Personalized Risk Tolerance Assessment
AppCrown
AppCrown
CRM
Salesforce Integrations
AppFolio Investment Management
Real Estate
Real Estate Solution
Asset-Map
Asset-Map
Chief Executive Officer of the Year
H. Adam Holt
Asset-Map
Asset-Map
Specialized Planning Applications
Signals
Asset-Map
Asset-Map
Thought Leadership
AdviceTech Live
benjamin
Business Support Systems | Workflow Automation
Custodial Integrations
Bento Engine
Business Support Systems | Workflow Automation
Systematic Client Engagement
Bento Engine
Innovation New Applications
Client Outcomes
Broadridge
Broadridge
Innovation Platforms
Broadridge Wealth Platform
Broadridge
Broadridge
Portfolio Data Screening
ESG for Fiduciaries
Broadridge
Broadridge
Compliance
Decision Optimizer
Cadre
Real Estate
Direct Access Fund
CAIS
CAIS
Artificial Intelligence
CAIS IQ
CAIS
CAIS
Chief Executive Officer of the Year
Matt Brown
CAIS
CAIS
Chief Technology Officer of the Year
Shane Williams
CAIS
CAIS
Diversity, Equity and Inclusion
DEI Program
Charles River Development
Charles River Development
Model Marketplaces
Wealth Hub
Choir
Diversity, Equity and Inclusion
Spotlighting New Voices
CogniCor
CogniCor
Business Support Systems | Workflow Automation
Automation Platform
ComplySci
ComplySci
Compliance
Control Room and Conflict Check
Docupace
Docupace
Compliance
Compliance TRACKR
eMoney Advisor
eMoney Advisor
Innovation New Applications
Collaborate Planning Services
eMoney Advisor
eMoney Advisor
Thought Leadership
Planning with Purpose
eMoney Advisor
eMoney Advisor
Financial Planning
Financial Wellness Mobile App
Entreda
Entreda
Cyber Security
Cyber Security Compliance
Envestnet, Inc.
Envestnet, Inc.
Financial Planning
New Tools and Features
Envestnet, Inc.
Envestnet, Inc.
Digital Marketing Campaign of the Year
Fully Vested Brand Campaign
Envestnet, Inc.
Envestnet, Inc.
Thought Leadership
The Big Reveal Podcast Series
EverSafe
Cyber Security
Financial Health Tool For Seniors and Caregivers
FA Match
Innovation Platforms
Recruiting as a Service
FactSet
Artificial Intelligence
Fund and ETF Screener
FactSet
Portfolio Analytics
Advisor Dashboard
Fidelity Investments
Fidelity Investments
Portfolio Analytics
Digital Portfolio Construction Tool
Flourish
Flourish
Cryptocurrency
Flourish Crypto
Flourish
Flourish
Innovation Platforms
Flourish Crypto
Flyer Financial Technologies
Flyer Financial Technologies
Chief Marketing Officer of the Year
Shannon Rosic
FMG
FMG
Social Media Leadership
Wealth Transfer Marketing Strategies
FMG
FMG
Thought Leadership
SEC Marketing Rule Campaign
FMG
FMG
Marketing Automation
Mobile App for Advisor Marketing
FP Alpha
FP Alpha
Innovation New Applications
Financial Wellness Score
FutureVault
Document Management
Secure Document Exchange and Digital Vault
Healthpilot
Healthpilot
Innovation Platforms
Medicare Platform
Hearsay Systems
Compliance
AI-Powered Video Compliance Solution
Hubly
Hubly
Business Support Systems | Workflow Automation
Back Office Support Systems
iCapital
iCapital
Alternative Investment Platforms
Global Distributed Ledger Solution
IMTC
Rebalancing
Fixed Income Rebalancer
IncomeConductor (WealthConductor LLC)
IncomeConductor (WealthConductor LLC)
Specialized Planning Applications
Health +
intelliflo
intelliflo
Chief Marketing Officer of the Year
Christina Walls
Invent.us
Invent.us
Innovation Platforms
Integrated Digital Ecosystem as a Service (iDEaaS)
InvestorCOM Inc.
Compliance
Best Interest Rollovers Application
InvestX
Alternative Investment Platforms
Trading Platform for Pre-IPO Companies
InvestX
Innovation Platforms
Trading Platform for Pre-IPO Companies
La Meer Inc.
Chief Executive Officer of the Year
Laxmi Ramanath
Laserfiche
Laserfiche
Document Management
Solutions Marketplace
Manifest
Innovation New Applications
Digital 401(k) Transfer Tool
Marstone Inc.
Chief Executive Officer of the Year
Margaret Hartigan
Mirador, LLC
Client Portals
Gateway Digital Advisor-Client Portal
Morningstar, Inc.
Morningstar, Inc.
Risk Tolerance/Client Profiling
Morningstar Risk Ecosystem
MyVest
MyVest
Chief Technology Officer of the Year
Arlene Pons
MyVest
MyVest
Diversity, Equity and Inclusion
Inclusion and Diversity Strategy
MyVest
MyVest
Unified (all-in-one) Systems
Adding a New Dimension to Advisor Sleeves
NetworkFinancials Inc.
Portfolio Analytics
TROVA Data Analytics
Option Research & Technology Services
Portfolio Data Screening
Web Based Options Dashboard
Orion
Orion
Business Support Systems | Workflow Automation
Orion Vision: Transforming Alternative Asset Data Management Through Technology
Orion
Orion
Chief Executive Officer of the Year
Eric Clarke
Orion
Orion
Client Portals
Orion Launches New Client Portal Experience
Orion
Orion
Risk Tolerance/Client Profiling
Orion's 3D Risk Tolerance Questionnaire
Orion