Awards
EXCLUSIVE: Judges Arrive At Shortlist For Family Wealth Report Awards 2014

MARKETING CATEGORIES
Brand launch/relaunch, print and online
Ascent Private Capital Management
Crystal & Company
Fortigent
RBC Wealth Management
PRIVATE CLIENT CATEGORIES
Effective legal team
Cantor & Webb
Handler Thayer
Kozusko Harris Duncan
Withers Bergman
Effective tax/accountancy team
Covenant Multifamily Offices
Deloitte
Rothstein Kass
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
Transaction processing solution
SunGard
Temenos
Global custodian
Millennium Trust
RBC Investor & Treasury Services
Risk profiling solution
FinaMetrica
SunGard
Risk management solution
Trov
Vestmark
Porfolio management
Advent Software
Archway Technology Partners
Envestnet
Envestnet Tamarac
InvestEdge
Client communications
Envestnet Tamarac
Equipos
InvestEdge
TrustedFamily
Wealth Access Inc
CRM system
Advent Software
Backstop Solutions Group
Finantix
On-boarding
Appway
Finantix
SunGard
TrustedFamily
Outsourcing solution
Envestnet
Fortigent
Private Client Resource
Rothstein Kass
SEI