The Second Annual WealthBriefing WealthTech Americas Awards 2023
Ranked as top wealth management trend on Twitter, the fast-moving and on-trend world of WealthTech, where the key focus is the wealth manager’s client experience, is full of innovation.
WealthBriefing – the global subscriber-based newswire – has been exclusively reporting on the family office and wealth management sector for almost 20 years. Over this period we have successfully run global awards programmes celebrating the achievements of the wealth management, private client and niche family office sectors.
There is a real demand for the technology partners servicing the wealth management industry to be publicly celebrated and rewarded for their achievement. For the past ten years we have included award categories for technology companies supporting the family office sector in the awards programme organised by WealthBriefing‘s sister publication –Family Wealth Report – covering the North American family office space.
Forming part of the overall WealthBriefing Global WealthTech awards program, we are now in the second year of our WealthBriefing WealthTech Americas Awards 2023 program which gives prominence solely to WealthTech companies servicing the North American and Latin American family office and wealth management industry.
Winners
GENERAL WEALTHTECH CATEGORIES (US)
Artificial Intelligence (AI) Application
Canoe Intelligence
Bill Pay
Plumb Bill Pay
Business Infrastructure
Foundation Source
Client Accounting
Dynamo Software
Client/Consolidated Reporting
Private Wealth Systems
Client Lifecycle Management
Wealth Dynamix
CRM Provider
WealthHub Solutions
Data, Information or Business Intelligence Provider
BridgeFT
Data Management and Analysis
SS&C Black Diamond
Data Protection Solution
Masttro
Data Provider
FactSet
Digital Offering or Tools
Bank of America Merrill Lynch
Front Office
InvestCloud
Fund Administration
FundCount
Innovative Solution
TrustQuay
Investment Platform or Tools
SEI
Newcomer/Start-up
Vanilla
Onboarding Product
Advisor360°
Overall US Wealthtech Provider
Broadridge Financial Solutions
Payment Reconciliation Services
Plumb Bill Pay
Portfolio and Wealth Management
Charles River Development
Robo Product or Platform
Forest Systems
Suitability
NICE Actimize
