Venue
TBA

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Organizer Celent
Submission deadline 16 Oct 2020 11:00pm EDT (about 1 year ago)
Date Awarded 9 Mar 2021 5:00pm EST (8 months ago)
Region All
Details

The Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management, and is the main award that a financial firm in the industry can receive from Celent.

Past winners

2020 Winners

Product and Platforms:
• Fidelity Investments

Emerging Technology:
• St. James Place

Client Experience:
• Credit Suisse

Model Asset Manager - Distribution:
• PIMCO