Industry Recognition |
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#1 In Customer Satisfaction for portfolio management systems 2026
Software All Star for portfolio management systems and billing 2026
#1 In Customer Satisfaction for portfolio management systems 2025
Software All Star for portfolio management systems 2025
#1 In Customer Satisfaction for portfolio management systems 2024
#1 In Customer Satisfaction for portfolio management systems 2023
#1 In Customer Satisfaction for portfolio management systems 2022
#1 In Customer Satisfaction for portfolio management systems 2021
#1 In Customer Satisfaction for portfolio management systems 2020
#1 In Customer Satisfaction for portfolio management systems 2019
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WealthManagement.com Industry Awards |
Finalist-2026 : Business Support Systems and AI > Workflow Automation
WINNER-2025 : Retirement Income Technology
Finalist-2025 : Corporate Social Responsibility and Retirement Income Technology
Finalist-2024 : Cash Optimization, Compliance, and Risk Tolerance / Client Profiling
Finalist-2023 : Workflow Automation, Thought Leadership, Client Portals and Portfolio Management Accounting Performance Reporting.
Finalist-2022 : Retirement Income, Business Support Systems - Workflow Automation.
WINNER-2021: Corporate Social Responsibility.
Finalist-2021 : Workflow Automation, Thought Leadership, Corporate Social Responsibility and Document Management.
Finalist-2020 : Portfolio Management Accounting and Performance Reporting, CTO of the year, Technology - Compliance, Technology - Cyber Security.
Finalist-2019 : Thought leadership for our Industry Content whitepaper series.
