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Organizer Celent
Submission deadline 15 Oct 2021 5:00pm UTC (8 months ago)
In your time zone: Oct 15 1pm EDT
Date Awarded 17 Mar 2022 5:00pm UTC (3 months ago)
In your time zone: Mar 17 1pm EDT
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. For 2022, we will be accepting nominations in three categories:

• Client Experience
• Products / Platform
• Emerging Technology

Past winners

2021 Winners

Products and Platforms
• Morgan Stanley, Portfolio Risk Platform

Emerging Technology
• Merrill Lynch, Client Engagement Workstation (CEW)

Client Experience
• BNY Mellon, Pershing, NetXInvestor Site Builder