Celent Model Wealth Manager Awards 2024 | Celent | 13 October 2023 | TBA
Venue
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| Organizer | Celent |
| Submission deadline | 13 Oct 2023 5:00pm EDT (about 1 year ago) |
| Date Awarded | 21 Mar 2024 5:00pm EDT (9 months ago) |
| Region | Americas |
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. We will be accepting nominations in six categories outlined below.
Past winners
2023 Winners
Overall winner
Personalization
• Bank of America Merrill Lynch
Advisor Match
Streamlining Advisor Workflows
• Bank of America Merrill Lynch
Collaborative Onboarding Experience: COBE
Technology Tools to Reach New Markets and Client Segments
• Techombank
Techombank Mobile App
• M&G Wealth
MAP Hybrid Advice
Data and Analytics
• Morgan Stanley Wealth Management
Portfolio Risk Platform
Essential and Emerging Technologies
• Bernsetein Private Wealth Management
iAdvisor
Financial Wellness
• Societe Generale
My Retirement Companion