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EXCLUSIVE: Shortlist For Family Wealth Report Awards 2020

Tom Burroughes, Group Editor, November 26, 2019

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Here's the shortlist of potential winners of the FWR awards, due to be announced next year.

TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
PORTFOLIO MANAGEMENT
 
NOMINEES    
Addepar    
Black Diamond Wealth Platform    
Charles River Development – A State Street Company    
Solovis    
SS&C Advent | Wealth Management Suite    
Vestmark  
 

 

CLIENT COMMUNICATIONS
 
NOMINEES    
Copytalk    
Orion Advisor Technology    
Seismic    
SS&C Vision F1    
Summitas    

CONSOLIDATED REPORTING
 
NOMINEES    
Black Diamond Wealth Platform    
BNY Mellon | Albridge    
Datafaction    
Envestnet | Tamarac    
FundCount    
Mirador    
SEI Archway  
 

COMPLIANCE
 
NOMINEES    
BITA Risk     
BNY Mellon | Albridge    
InvestEdge    
Orion Advisor Technology    
Riskalyze    

CRM SYSTEM
Winner to be accounced at awards dinner

OUTSOURCING/BUSINESS PROCESS OUTSOURCING
 
NOMINEES    
Accusource    
Archer    
BNY Mellon | Albridge    
FIS Global    
LibertyFi    
PKFOD    
SEI Archway  
 

ACCOUNTING
 
NOMINEES    
Asset Vantage    
Citco    
FundCount    
Private Wealth Systems    
SEI Archway    
SS&C Advent | Advent Portfolio Exchange   
 

INNOVATIVE CLIENT SOLUTION
 
NOMINEES    
Accusource - KnowLedger    
Alter Domus    
Black Diamond Wealth Platform    
BNY Mellon | Pershing    
Canoe Intelligence    
DarcMatter    
InvestEdge (CMOM and UMA entries)    
Orca    
SEI Archway    


TECHNOLOGY CATEGORIES (ADVISORS)
INNOVATIVE CLIENT SOLUTION
 
NOMINEES    
Cornerstone Family Office    
Foundation Source (Capital Meeting Kit/Hardship Grant Form and Reporting entries)    
My Accountant    
RBC Wealth Management    

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