| Highlighting the 2021 Awards Winners and
Wealthies Circle Members in the
Technology Category |
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| | | The CAIS platform, which frequently adapts its menu of funds and products to changing market conditions, has over 100 alternative investment funds and products listed and has received over $11 billion in new capital from the RIA and B/D channels. |
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| | | ALTSMARK helps propel the growth of Private Capital investing by non-institutional investors by providing immediate improvement in high-value business functions to clients, and defending their economics with our flexible, low-cost subscription model. |
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| | | AltsEdge Advisor Education Program |
| iCapital Network teamed up with CAIA Association to
launch AltsEdge, an innovative, product-agnostic approach to alternatives education that helps advisors deepen their understanding of the private markets and hedge funds while confidently selecting investment strategies for clients. |
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| | | Private Equity Marketplace for Pre-IPO Giants |
| The InvestX enhanced trading platform, InvestX GEM (Growth Equity Marketplace), is a cloud-based solution that allows broker-dealers/advisors to easily transact in private equity through an intuitive and transparent solution. |
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| Portfolio Management for Alternative Credit (Oxane Partners),
Fractional Real Estate Investing (REINNO) and Altigo: Alternative Investments in Good Order (WealthForge) |
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| | | Digital Asset Trading Solution |
| AdvisorPeak became the first wealthtech solution for independent advisors to deliver trade management solutions for digital assets, allowing advisors to custody, trade, and rebalance digital assets on behalf of their clients. |
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| | | Built specifically for RIAs and financial advisors, the Eaglebrook Advisors bitcoin and digital asset separately managed accounts (SMAs) provide secure and compliant investment solutions designed to integrate seamlessly with advisors’ current workflow and operations. |
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| Coinbase integration (Capitect), Investing in Real Estate with
Cryptocurrency (REINNO) and Cryptocurrency Portfolio Dashboard
for Financial Advisors (Zabo) |
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| | | The Client View application within the Black Diamond® Wealth Platform strengthens the advisor-client dialogue by allowing the eight intuitive spaces of this advisor command center to work together to empower connection and transparency within the Client Experience portal. |
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| | | The d1g1t client mobile app – available for Apple and Android users – incorporates the full range of functionality and capabilities of d1g1t’s desktop, web-based client portal, enabling clients to access and engage with their accounts through an intuitive interface on their handheld devices. |
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| | | Digital Portals and Widgets Library |
| FactSet’s portals combine the best data and analytics with technology to help our users enhance their clients’ digital experience – and the FactSet Widgets Library offers ready-made modular widgets to help users create custom digital experiences within their existing environments. |
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| | | ByAllAccounts Financial Management Tools |
| Morningstar expanded its product offering to include a client facing portal with Personal Financial Management (PFM) tools to empower investors with a holistic view of their financial situation – and offer unparalleled coverage, data accuracy, timeliness, and clarity. |
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| | | The One Portal Project creates a single sign on portal that provides all of the insights, tools, and interactions investors need to run their financial lives – and allows investors to view and update financial plans and goals, view investment performance, open and fund accounts, and more. |
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| | | Collaborate Planning Services |
| Collaborate, another step toward expanding the eMoney brand, is a new outsourced planning solution designed to support financial professionals’ planning needs so they can spend more time growing and improving client relationships. |
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| | | Asset-Map released a completely redesigned user experience that improved the speed of the platform by over 50% and introduced navigation updates to make the overall software experience more intuitive – and the software operate at the speed at which advice needs to be delivered. |
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| | | New initiatives announced to help advisors better serve their clients included the acquisition of technology from Apprise Lab, the launch of two new MyBlocks, the release of MoneyGuideEngine, and a partnership with Envestnet providing users with free analytics. |
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| | | InvestCloud’s Goals-Based Financial Planning app incorporates 21 different behavioral science, gamification, decision making and predictive analytics tools to maximize user engagement and adoption – helping firms automate where needed and providing clients with customized service where expected. |
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| | | To help advisors manage portfolios and client relationships in a more efficient, scalable way, Advisor Dashboard combines each advisors’ book of business with FactSet’s unique content and portfolio analytics, and surfaces personalized and actionable insights to help advisors prioritize and drive client engagement. |
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| | | Quantitative and Operational Risk Analytics |
| With PortfolioCentriX™ and DataCentriX™, ALTSMARK provides a low cost, high volume, end-to-end solution for the mass operation of private market portfolios within Wealth Management, RIA, Private and Trust Bank businesses. |
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| | | Visualizing Deep Analytics |
| Visualizing “deep analytics” is a great way to deliver timely insights that advisors and clients can’t get from CNBC, Yahoo! Finance and performance reports. Andes Wealth Technologies offers three visualizations: efficient frontier, scatter plot and time series. |
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| | | Semantic Search Investment Platform |
| For financial advisors, Magnifi adds Pro features that empower the comparison of investment solutions, construction of portfolios, portfolio enhancements, and the ability to instantly search client positions across a book of business. |
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| | | Self-Directed Portfolio Construction |
| Now that investors can trade for free and buy fractional shares, they are no longer dependent on mutual fund managers or ETF providers to construct portfolios for them. New Constructs enables advisors to upload any list of stocks and position sizes and create any portfolio exactly as disclosed. |
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| Cryptocurrency Portfolio Dashboard for Financial Advisors (Zabo) |
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