The Inaugural WealthTech Americas Awards 2022 | ClearView Financial Media Ltd. | 25 October 2021 | TBA

WealthBriefing – the global subscriber-based newswire – has been exclusively reporting on the wealth management sector for almost 20 years. Over this period we have successfully run a global awards programme celebrating the achievement of the wealth management, private client and niche family office sectors.

There is a real demand for the technology partners servicing the wealth management industry to be publicly celebrated and rewarded for their achievement. For the past eight years we have included award categories for technology companies supporting the family office sector in the awards programme organised by WealthBriefing‘s sister publication – Family Wealth Report – covering the North American family office space.

For those new to the awards, the categories are focused around three main client-experience focused areas:
• Experts (individuals and teams)
• Products
• Services

Geographies
• Canada
• United States
• Latin America

Categories
General Wealthtech Categories (US)
• Data, Information Or Business Intelligence Provider
• Outsourcing And Business Process Management
• Client Marketing And Prospecting
• Data Management And Analysis
• Document Management And Storage
• Financial Planning
• Investment Platform Or Tools
• Business Infrastructure
• Trading Systems
• Software Management Company

General Wealthtech Categories (US)
• Overall US Wealthtech Provider
• Fund Administration
• Family Office Solution
• Onboarding Product
• Client Lifecycle Management
• CRM Provider
• Transaction Processing
• Portfolio Management
• Investment Platform
• Innovative Solution
• Structured Products Solution
• Suitability
• Front Office
• Blockchain & Cryptocurrencies Solution
• Data Provider
• Payment Reconciliation Services
• Risk Monitoring And Management
• Client Reporting
• Data Protection Solution
• Core Banking Software
• Cyber & Network Security
• Robo Product Or Platform
• RIA Platform
• Artificial Intelligence (Ai) Application
• Newcomer/Start-up
• Client Communication Solution Or Tool
• Digital Offering Or Tool
• Client Accounting
• EAM Platform/custodian

Regtech & Compliance Categories (US)
• Innovative Compliance/ Regtech Product
• KYC Product
• Regulatory Reporting
• Data Governance

Wealthtech Consultancy & Training Categories (US)
• Consultancy
• Outsourcing/partnership
• Thought Leadership
• Training Solution
• Implementation/partner

Individual & Leadership Wealthtech Categories (US)
• Growth/business Development Strategy/acquisition
• Thought Leadership (Non Consultancy)
• Wealthtech Employer
• Chief Technology Officer (CTO)
• Regional Management Team/CEO
• Innovator Of The Year
• Diversity
• Leading Individual
• Women In Wealthtech
• Marketing Team/PR
• Lifetime Achievement
• Recruiter

General Wealthtech Categories (Canada)
• Family Office Solution
• Fund Administration
• Overall Wealthtech Provider
• Innovative Client Solution

Regtech Category - Canada
• Innovative Compliance/ Regtech Product

Consultancy Category (Canada)
• Consultancy Services

Individual & Leadership Category (Canada)
• Leading Individual

General Wealthtech Categories (Latin America)
• Family Office Solution
• Fund Administration
• Overall Wealthtech Provider
• Innovative Client Solution

Regtech Category - Latin America
• Innovative Compliance/ Regtech Product

Consultancy Category (Latin America)
• Consultancy Services

Individual & Leadership Category (Latin America)
• Leading Individual