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Member Circle
Adhesion Wealth® is a leading provider of outsourced managed accounts, including sophisticated and customized investment solutions, integrated with practice management tools and outsourced back- and middle-office, to wealth advisory firms. These solutions enable advisors to easily provide separately managed account (SMA) and unified managed account (UMA) portfolios… MORE
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. Envestnet Wealth Solutions… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business… MORE
SMArtX Advisory Services is a managed accounts technology firm and operator of SmartX, a full-service Turnkey Asset Management Platform (TAMP). SmartX specializes in building customized white-labeled investment platforms for RIAs, Broker/Dealers, and Asset Managers. We are the only TAMP to offer advisors access to over 600 long-only, alternative, traditional, and direct index strategies through a single… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
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Member Circle
Adhesion Wealth® is a leading provider of outsourced managed accounts, including sophisticated and customized investment solutions, integrated with practice management tools and outsourced back- and middle-office, to wealth advisory firms. These solutions enable advisors to easily provide separately managed account (SMA) and unified managed account (UMA) portfolios… MORE
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. Envestnet Wealth Solutions… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter
Member Circle
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business… MORE
SMArtX Advisory Services is a managed accounts technology firm and operator of SmartX, a full-service Turnkey Asset Management Platform (TAMP). SmartX specializes in building customized white-labeled investment platforms for RIAs, Broker/Dealers, and Asset Managers. We are the only TAMP to offer advisors access to over 600 long-only, alternative, traditional, and direct index strategies through a single… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter

Member Circle
Adhesion Wealth® is a leading provider of outsourced managed accounts, including sophisticated and customized investment solutions, integrated with practice management tools and outsourced back- and middle-office, to wealth advisory firms. These solutions enable advisors to easily provide separately managed account (SMA) and unified managed account (UMA) portfolios… MORE
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. Envestnet Wealth Solutions… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business… MORE
SMArtX Advisory Services is a managed accounts technology firm and operator of SmartX, a full-service Turnkey Asset Management Platform (TAMP). SmartX specializes in building customized white-labeled investment platforms for RIAs, Broker/Dealers, and Asset Managers. We are the only TAMP to offer advisors access to over 600 long-only, alternative, traditional, and direct index strategies through a single… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter

Member Circle
Adhesion Wealth® is a leading provider of outsourced managed accounts, including sophisticated and customized investment solutions, integrated with practice management tools and outsourced back- and middle-office, to wealth advisory firms. These solutions enable advisors to easily provide separately managed account (SMA) and unified managed account (UMA) portfolios… MORE
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. Envestnet Wealth Solutions… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter

Member Circle
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business… MORE
SMArtX Advisory Services is a managed accounts technology firm and operator of SmartX, a full-service Turnkey Asset Management Platform (TAMP). SmartX specializes in building customized white-labeled investment platforms for RIAs, Broker/Dealers, and Asset Managers. We are the only TAMP to offer advisors access to over 600 long-only, alternative, traditional, and direct index strategies through a single… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter

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