|Submission deadline||16 Oct 2020 11:00pm EDT (about 1 year ago)|
|Date Awarded||9 Mar 2021 5:00pm EST (8 months ago)|
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.
Product and Platforms:
• Fidelity Investments
• St. James Place
• Credit Suisse
Model Asset Manager - Distribution: