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Organizer | Celent |
Submission deadline | 16 Oct 2020 11:00pm EDT (about 4 years ago) |
Date Awarded | 9 Mar 2021 5:00pm EST (almost 4 years ago) |
Region | All |
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.
2020 Winners
Product and Platforms:
• Fidelity Investments
Emerging Technology:
• St. James Place
Client Experience:
• Credit Suisse
Model Asset Manager - Distribution:
• PIMCO