About the WealthManagement.com 2020 Wealthies Circle
The Wealthies Circle is a unique gateway to the WealthManagement.com 2020 Industry Awards program. It’s home to this year’s finalist and winner initiatives and related content; serves as the entryway to our Live Virtual Awards Event taking place on September 10th; and is the pathway to registering for and attending the Wealthies Digital Forums launching on September 24th paneled by finalist company executives and attended by advisors nationwide.
More than 150 companies were finalists this year, and on the Wealthies Circle you’ll find finalist initiatives, company profiles, contact details and current resources including white papers, webinars, audio and other content. Each of these “Best of the Best” initiatives was designed to help financial advisors build better practices and more effectively serve their clients. You may wish to consider these programs and tools as you evaluate new sources to help you manage your practice and grow your business. Plan to visit the Wealthies Circle often throughout 2020-2021 for content updates from this year’s finalists and winners.
The Virtual Awards Event section will be used as the link to the Winners announcements on September 10th, and provide supporting information about our sponsors and promotion for our finalists.
The Wealthies Forums are live, interactive panel discussions scheduled during 2020-2021 covering the current state and future direction of technology, asset management, practice management and marketing. More information on topics and registration can be found on the Wealthies Circle.
Now in its 6th year, the WealthManagement.com Industry Awards program recognizes the outstanding companies, individuals and organizations that make a real difference in the daily activities of financial advisors. More than 200 companies submitted 625 nominations in 2020 – a testament to the value that firms place in the awards as a way to enhance their reputation, increase their brand recognition and set their organization apart from the competition.
Includes initiative summaries, company profiles, contact details and current resources such as white papers, webinars, audio and other content links. These “Best of the Best” initiatives are designed to help financial advisors build better practices and more effectively serve their clients. You may want to consider these programs and tools as you evaluate new sources for your organization. Information will be updated throughout 2020-2021.
Live, interactive events paneled by executives at finalists and winner companies who have joined the Wealthies Circle – attended by and promoted to our 435,000 actively engaged community of advisors and planners.
For panel participation and sponsorship information:
Initially developed for advisors in Australia, Practifi is a business management platform that helps financial advisors unify their disparate tools, strengthen relationships with their customers, and grow their business. For more information, visit practifi.com and follow @practifi on Twitter.
SS&C Advent, a business unit within SS&C Technologies Holding Inc. (SSNC: NASDAQ), provides software and software-enabled services to the global financial services industry. We automate and integrate front-office functions such as trading and modelling, middle-office functions such as portfolio, collateral and FX management and reporting, and back-office functions such as accounting, performance measurement, reconciliation, reporting, processing and clearing. Our solutions enable clients to focus on core operations, better monitor and manage investment performance and risk, improve operating efficiency and reduce operating costs. With more than 65 offices worldwide and close to 8,000 employees serving over 11,000 clients we are a pioneer in portfolio accounting and reporting software, we have seen continued growth and today serve asset managers, wealth managers, hedge funds, endowments, foundations and family offices of all sizes.
SVP & Co-General Manager (of SS&C Advent's Asset Management and Alternative Management business)
Technology Providers: Portfolio Management, Accounting and Performance Reporting
Advent Portfolio Exchange
Advent Portfolio Exchange (APX) is a robust multi-currency/multi-asset portfolio accounting, reporting and performance reporting solution. APX anchors Advent’s Wealth Management Suite which encompasses fully integrated applications enabling firms to easily add applications as business needs arise across their front- mid- and back office. APX is offered with flexible deployment, either on premise or cloud-delivered, with a variety of outsourced operational services via Advent Outsourcing Services (AOS). More than 750 clients globally benefit from the transaction accounting, regulatory reporting, flexible architecture and regular releases of new functionality. The ongoing investment in APX is critical for the active managers that rely on its proven calculations and regular functionality updates. The first release of 2020 focused on the user experience and includes a redesigned, modern, responsive user interface.