September 5, 2024
Ziegfeld BallroomNew York, NYADVISOR SUPPORT PLATFORMS
Office of Supervisory Jurisdiction (OSJs)
- WINNER: Affiliated Advisors - Thought Leadership Program
- Pilot Financial - Succession Planning Enablement
Registered Investment Advisors (RIAs)
- WINNER: Bluespring Wealth Partners - Blueprint for Growth
- Carson Group - Marketing Monitor
- Carson Group - Women in Wealth Management
- Dynasty Financial Partners - Transition to Independence
- Hightower Advisors - Wealth Solutions
- Private Advisor Group - Advisor Alignment & Equity Program
- RFG Advisory - Transition Playbook
ASSET MANAGERS
Alternative Investments
- AllianceBernstein – Bernstein Private Wealth Management - Risk Mitigation
- AXS Investments - The Innovation Trade
- CrowdStreet Advisors - CrowdStreet Advisors
- Eaglebrook Advisors - Franklin Templeton Crypto SMAs
- WINNER: Franklin Templeton - Alternatives Education Program
- Hamilton Lane - Hamilton Lane Senior Credit Opportunities Fund
- KraneShares - Mount Lucas Managed Futures Index Strategy ETF
- StepStone Private Wealth - SPRING Venture Capital and Growth Equity
- Unlimited Funds - Index Replication ETF
Charitable Giving/Donor Advised Funds
- Fiduciary Trust Company - Philanthropic Program
- WINNER: Schwab Charitable - Partnerships with a Purpose
Chief Executive Officer of the Year
- Allspring Global Investments - Joseph "Joe" Sullivan
- AXS Investments - Greg Bassuk
- First Ascent Asset Management - Scott MacKillop
- WINNER: Karner Blue Capital - Vicki Benjamin
- Vert Asset Management - Samuel Adams
- Wilmington Trust - Doris Meister
Chief Marketing Officer of the Year
- Cambiar Investors - John Le
- WINNER: Nuveen Investments - Tara Guiliano
- Prosperity Capital Advisors - Matt Seitz
Client Experience Initiative
- WINNER: FS Investments - Thrive
- J.P. Morgan - Casey Virtual Analyst
- Wilmington Trust - Emerald GEMs Podcast
Digital Marketing Campaign of the Year
- WINNER: Cohen & Steers - Real Assets Campaign
- FS Investments - Break-up Letter to the 60/40
- Hamilton Lane - Market Overview
- Natixis Investment Managers - Yield is Back in Bond Markets
Direct Indexing
- Natixis Investment Managers - Direct Indexing Education
- Neuberger Berman - New Direct Indexing Strategies
- WINNER: Parametric - Short-term Reversal Factor
Diversity, Equity and Inclusion
- Bay Street Capital Holdings - Resthaven Properties
- WINNER: Nationwide Financial - Retirement Institute - Diverse Market Program
Environmental, Social and Governance (ESG) Investing
- Fiduciary Trust International - International Shareholder Engagement
- GoldenTree Asset Management - Tailored Approach to ESG
- WINNER: Hamilton Lane - Sustainability Report
- Karner Blue Capital - Biodiversity Impact Strategy
- TOBAM - Think Out of the Box Asset Management
- Vert Asset Management - Build It Bootcamps
ETFs
- American Century Investments - Tax Planning Tool
- AXS Investments - ETF Market Entrance
- F/m Investments - US Treasury ETFs
- Innovator ETFs - Premium Income Barrier ETFs
- WINNER: KraneShares - Enhanced Income Generating ETFs
- NightShares - NightShares ETFs
- Unlimited Funds - Index Replication ETF
Fixed Income
- WINNER: Fidelity Investments - Bond Beacon
- PIMCO - Model Portfolios
- Rockefeller Asset Management - Differentiate Active Management
- VanEck - CLO ETF
Goals-based Investment Platforms
- Franklin Templeton - Wealth Splitter
- WINNER: Nebo by GMO - Nebo Pro
New Product Development
- AXS Investments - ETF Market Entrance
- WINNER: DLP Capital - Building Communities Fund
- Eaglebrook Advisors - Franklin Templeton Crypto SMAs
- flexPATH Strategies - CIT Portfolio Expansion
- Kestra Investment Management - Model Portfolio Series
- NightShares - NightShares ETFs
- Sagona Capital - Venture Capital Secured Program
- TrueShares ETFs - Eagle Global Renewable Energy Income ETF
- VanEck - ETF Product Enhancements
- WisdomTree - Portfolio and Growth Solutions
Thought Leadership Advisor Education
- WINNER: BlackRock - Emerging Leader Lab
- CION Investments - Advisor Lab Podcast
- FlexShares Exchange Traded Funds (Managed by Northern Trust) - New Rules in Growing Wallet Share Program
- Janus Henderson Investors - Lessons in Behavioral Finance
- Kestra Investment Management - Markets in a Minute Newsletter
- KraneShares - US China Diplomatic Series
- SpiderRock Advisors - Volatility as an Asset Class
- Voya Financial - Hire Thru Retire Podcast
Thought Leadership Product Enhancement
- WINNER: J.P. Morgan - Catalog Personalization
- NightShares - Night Effect Tools
- VanEck - Advisor Education Campaign
BROKER-DEALERS
Chief Executive Officer of the Year
- Arkadios Capital - David Millican
- Concorde Investment Services - Drew Jackson
- Midwestern Securities Trading Company - Michael Graham
- WINNER: Osaic, previously Advisor Group - Jamie Price
BROKER-DEALERS (1,000 Advisors or More)
Chief Technology Officer of the Year
- WINNER: LPL Financial - Greg Gates
- Merrill Wealth Management - Casey Franz
- Raymond James - Vin Campagnoli
Digital Marketing Campaign of the Year
- WINNER: Cambridge Investment Research - Something Wonderful Campaign
- Voya Financial - Hire Thru Retire Podcast
Diversity, Equity and Inclusion
- American Portfolios Financial Services - Creative Entrepreneurs in Ferguson, MO
- Cambridge Investment Research - Appreciating Diversity Series
- Cetera Financial Group - Connect2Impact Video Series
- WINNER: Cetera Financial Group - Courageous Conversations
- Lincoln Financial Network - LincAble Program
- LPL Financial - Advisor Institute
- LPL Financial - Emerging Leaders Program (ELP)
Practice Management
- Cambridge Investment Research - RPM Program
- Cetera Financial Group - Growth360
- Commonwealth Financial Network - Entrepreneurial Capital Program
- Kestra Financial - Peer Perspectives Program
- LPL Financial - Partial Book Sales
- WINNER: Raymond James - STEER Program
Service
- Atria Wealth Solutions - TeamAssist Program
- Avantax Wealth Management - Service-led Organization
- WINNER: Commonwealth Financial Network - NextGen Business Development Program
- Kestra Financial - Paraplanning Services
- LPL Financial - Tax Planning, Research and Scenario Analysis
- Osaic, previously Advisor Group - Operation Council and Experience Dashboard
- Raymond James - Private Wealth Advisor Program
Technology
- J.P. Morgan Wealth Management - Wealth Plan
- WINNER: Merrill Wealth Management - Collaborative Onboarding Experience (COBE)
- Morgan Stanley - Fractional Share Functionality
- Morgan Stanley - Directed Share Program
- Raymond James - Tech Savvy
Thought Leadership
- WINNER: Cambridge Investment Research - Let's Talk Podcast
- Cetera Financial Group - Fed Monitor Dashboard and Fed-O-Meter
- Osaic, previously Advisor Group - W Forum
Transition Support
- Cetera Financial Group - Accesslink
- WINNER: Kestra Financial - Onboarding Reimagined
- Prudential Financial - Transition and Transformation Program
BROKER–DEALERS (Fewer Than 1,000 Advisors)
Digital Marketing Campaign of the Year
- Bernstein Private Wealth Management - Seize the Moment Campaign
- Concorde Investment Services - Financial Representative Recruitment
- WINNER: Prospera Financial Services - Success Your Way
Diversity, Equity and Inclusion
- Janney Montgomery Scott - FACT Program
- Prospera Financial Services - BRIDGE Mentorship Program
- WINNER: Sigma Financial Corporation - Nova Women's Collective
- Stifel Independent Advisors - Growth Program
Practice Management
- Hornor, Townsend & Kent - Fee-based Financial Planning Program
- WINNER: Regal Financial Group - Increase Your Quality of Life Program
- Sigma Financial Corporation - Endeavor Planning Community
Service
- WINNER: Prospera Financial Services - Virtual Service Associate Program
- Sigma Financial Corporation - EducationHub
Technology
- WINNER: Bernstein Private Wealth Management - Sanford the Chatbot
- Copper Financial - Guided Investing Solution for Credit Unions
- Janney Montgomery Scott - Secure Client Portal
- TradeStation - Trading Platforms
Transition Support
- WINNER: Janney Montgomery Scott - Transition Video Campaign
- Sigma Financial Corporation - LaunchPad Onboarding Experience
COMPLIANCE/LAW FIRMS
- Kupfer & Associates - DealQuest Podcast
- WINNER: MarketCounsel Consulting - MARK by MarketCounsel
CUSTODIANS
Practice Management
- WINNER: BNY Mellon | Pershing - Next Leadership Forum
- Fidelity Investments - Client Insight Tool
Technology
- WINNER: Altruist - The Modern Custodian
- Apex Fintech Solutions - Onboarding Edge
- Equity Advisor Solutions - Alternative Assets Solution
Thought Leadership
- Apex Fintech Solutions - FDIC Sweep Program and Education
- WINNER: Fidelity Investments - Young Investor Toolkit
DISRUPTORS
Industry
- Advisor Circle - Future Proof
- WINNER: BridgeFT - WealthTech as a Service Platform
- Merrill Wealth Management - Collaborative Onboarding Experience (COBE)
Technology
- Altruist - Vertically Integrated Custodian
- Amplify Reviews - Compliant Online Reviews
- BridgeFT - WealthTech API
- Daffy.org - Daffy for Families
- DFD Partners - AI-based Distribution Platform
- Guardian Mineral Management & Consulting - Specialty Asset Software System
- Morgan Stanley - Genome
- WINNER: Orion Advisor Solutions - Data Accessibility, Delivery and Transparency
FAMILY OFFICES
Client Initiative
- Bank of America Private Bank - Family Office of the Future
- WINNER: Key Family Wealth - Family Governance Framework
- Wilmington Trust - Emerald Family Office and Advisory Services
Thought Leadership
- Family Office Real Estate Institute - Family Office Real Estate Institute
- Key Private Bank - Enhancements for UHNW Clients
- Morgan Stanley Family Office Resources - Family Legacy and Governance Institute
- WINNER: NewEdge Wealth - Women Leadership Showcase
- Rockefeller Global Family Office - Excellence in Wealth Management Leadership
- Wilmington Trust - Emerald GEMs Podcast
INDIVIDUAL RIA FIRM LEADERS
Chief Executive Officer of the Year
- Allworth Financial - Scott Hanson
- Aspiriant - Rob Francais
- Bailard - Sonya Mughal
- Integrated Partners - Paul Saganey
- Merit Financial Advisors - Rick Kent
- NewEdge Wealth - Rob Sechan
- WINNER: SignatureFD - Heather Robertson Fortner
- SteelPeak Wealth - Reza Zamani
- The Colony Group - Michael J. Nathanson
- Verdence Capital Advisors - Leo Kelly
- Wealthcare Capital Management - Matt Regan
Chief Marketing Officer of the Year
- Allworth Financial - Brad Boekestein
- Aspiriant - Cammie Doder
- Choreo - Marissa Fox-Foley
- WINNER: Mercer Advisors - Gary Foodim
- Robertson Stephens - Louis Calabrese III
- The Colony Group - Stephanie Goldstein
Chief Technology Officer of the Year
- Cresset - Paul Algreen
- WINNER: Mercer Advisors - Christine Cataldo
- Merit Financial Advisors - JP Pattinson
- Robertson Stephens - Vikram Chugh
Innovator of the Year
- Carson Group - Mary Kate Gulick, Senior Vice President, Advisor Marketing
- WINNER: Mercer Advisors - Jeremiah Barlow, Head of Family Wealth Services
- NewEdge Advisors - Alex Goss, Co-Founder and Co-CEO
M&A Leader of the Year
- Allworth Financial - Pat McClain, Co-Founder and Senior Partner
- Carson Group - Jamie Hopkins, Managing Partner of Wealth Solutions
- MAI Capital Management - Jim Kacic, President, M&A and Shared Services
- Mercer Advisors - Dave Barton, Vice-Chairman and Head of M&A
- WINNER: Merit Financial Advisors - Kay Lynn Mayhue, President
- Prime Capital Investment Advisors - Glenn Spencer, Chief Executive Officer
- The Colony Group - Zinovy Iosovich, President and Chief Services Officer
Rising Star of the Year Honorees
- 49 Financial - Kristian Mtetwa, Vice President
- CAPTRUST - Marcus Magyar, Vice President and Financial Advisor
- Carson Group - Samantha Allen, Vice President of Digital Marketing
- Crescent Grove Advisors - Andrew Krei, Co-Chief Investment Officer
- Ellevate Advisors - Brooklyn Brock, Founder
- Hoskin Capital - Nate Hoskin, Founder
- Integrated Partners - Andree Mohr, Chief Implementation Officer
- Mercer Advisors - Jennifer Baick, Senior Director, Financial Planning Group
- NewEdge Advisors - Alex Goss, Co-Founder and Co-CEO
- Signature Estate & Investment Advisors - Hayley Wood Bates, Financial Advisor
- Snowden Lane Partners - Alison Burkett, Senior Partner, Managing Director, and Head of Enterprise Development
- Thrive Financial Services - Erik Schuster, Financial Advisor
- Ullmann Wealth Partners - Caitlin Frederick, Director of Financial Planning
Thought Leader of the Year
- Blue Chip Partners - Dan Seder, Managing Partner
- WINNER: Carson Group - Erin Wood, Senior Vice President of Financial Planning
- Hoskin Capital - Nate Hoskin, Founder and Lead Advisor
- Intrepid Wealth Partners - Derek N.H. Notman, Founder and CEO
- Joule Financial, A Bluespring Wealth Partner - Quint Tatro, Managing Director and Chief Investment Officer
- Mercer Advisors - Martine Lellis, Chief Talent and Administrative Officer
- Transitus Wealth Partners - Ross Marino, CEO
INDUSTRY RESEARCH PROVIDERS
- WINNER: The American College of Financial Services - RIA Growth and Specialized Knowledge Survey
- The American College of Financial Services - Trust in Financial Services Study
- VettaFi - Research innovation
INSURANCE
- Global Atlantic Financial Group - Your Thriving Practice
- WINNER: Jackson National Life Insurance - Advanced Planning Team
- Modern Life - Insurance Experience Transformation
- Nassau Financial Group - Living Longer and Living Better
MARKETING | PR FIRMS
Digital Campaign of the Year
- WINNER: FiComm Partners - End-to-End Podcasting Solution
- Intention.ly - RISA 2-day Masterclass
- Three Crowns Copywriting & Marketing - The Holistiplan 10K Challenge
PR Campaign of the Year
- FiComm Partners - SEC Marketing Rule Update
- WINNER: Haven Tower Group - Quad A
- Keramas - Defined Outcome ETFs
- Lyceus Group - F/m Investments Suite of ETFs
RETIREMENT INCOME
- WINNER: Allianz Life - Advisory Solutions
- Retirement Income Solutions Assessment (RISA) - Retirement Income Planning
- TruStage - Secure Future Program
RETIREMENT PLAN SUPPORT AND ADVISOR SERVICES
401(k) Service
- WINNER: Candidly - Student Loan Retirement Match Program
- intellicents - Worksite Financial Planning Program
- LeafHouse - InvestGrade
- Morningstar Investment Management - Personal Target-date Funds
- Pontera - Professional 401(k) Management
- Wise Rhino Group - Enterprise Value Education
401(k) Technology
- BidMoni - Retirement Plan Marketplace
- Candidly - Student Loan Retirement Match Program
- Fidelity Investments - Goal Booster and Emergency Savings
- LeafHouse - reallocateIT API-based Software
- Pontera - Professional 401(k) Management
- WINNER: RPAG - Rollover Analyzer
Aggregators - CEO of the Year
- WINNER: Marsh McLennan Agency - Craig Reid
- RPAG - Vince Giovinazzo
- SageView Advisory Group - Randy Long
- Strategic Retirement Partners - Jeff Cullen
Broker-Dealers - Wealth and Retirement Integration
- Cambridge Investment Research - RPA Program
- Morgan Stanley - Corporate Retirement Portal
- Osaic, previously Advisor Group - Generation (k)ultivate
- WINNER: UBS - Central Sales and Service Model
DCIO Providers - Advisor Value Added Programs
- Franklin Templeton - Voice of the American Worker Program
- WINNER: Putnam Investments - DCIO Visualizer Suite
- Stadion Money Management - Managed Accounts Insights Series
In-plan Retirement Income - Product or Service
- Allianz Life - Lifetime Income+
- Annexus Retirement Solutions - Lifetime Income Builder and the Annexus Retirement Data Exchange
- Edelman Financial Engines - Income Beyond Retirement
- Income America - Protected Retirement Service
- WINNER: PensionPlus - Personalized Retirement Income Service
Record Keepers > Retirement Plan Advisor Support
- WINNER: John Hancock - Prospect Finder
- John Hancock - Helping with SECURE Act 2.0
- Nationwide - Capital Cost Comparison Calculator
SUCCESSION/OWNERSHIP TRANSITION SERVICES – NON-CUSTODIAN/BROKER-DEALER
- DeVoe & Company - Valuation Services
- WINNER: Hightower Advisors - Center for Leadership
- Succession Resource Group - Advisor M&A and Equity Update
- The AmeriFlex Group - SuccessionFlex
TAMPs
Model Marketplaces
- Amplify Technology - Tax Loss Harvesting
- FusionIQ - Digital Model Marketplace
- WINNER: SMArtX Advisory Solutions - Model Comparison Tool in Model Marketplace
- The Pacific Financial Group - Strategy PLUS SDBA Model Portfolio Program
TAMPs
- AssetMark - Digital Solutions for Middle-back Office
- FusionIQ - finTAMP
- WINNER: GeoWealth - Modern TAMP
TECHNOLOGY PROVIDERS
Account Aggregation
- WINNER: Blueleaf - Aggregation as a Service
- Method Financial - API for Personal Debt Consolidation
- Wealth Access - Data Aggregation and Unification Platform
Alternative Investment Platforms
- AltExchange - Advisor Vue
- Broadridge - Alternative Investments Hub
- WINNER: CAIS - Custom Funds
- Canoe Intelligence - Canoe Connect & Canoe Intelligence
- iCapital - New Products and Capabilities
- Opto Investments - Private Investment Recommendation Wizard
- `+SUBSCRIBE - Unified Alternative Investments Platform
- TIFIN Private Markets - Democratizing Access to Alts
Artificial Intelligence
- Alphathena - AI Workflow and Personalization
- Atlas Point - AI-Powered Business Insights
- WINNER: CogniCor Technologies "CogniCor" - AI Enabled Meeting Assistant
- DFD Partners - AI-based Distribution Platform
- HedgeSPA - Graph Neural Network and Quantum AI Application
- Pulse360 - AI Writer
Business Support Systems | Workflow Automation
- CogniCor Technologies "CogniCor" - AI Client Maintenance Assistant
- WINNER: eMoney Advisor - Solvers in Decision Center
- Panoramix - Annual Amendment Automation
- Pulse360 - 1-click Automation
Cash Optimization
- WINNER: Flourish - RIA Program
- MaxMyInterest - Embedded Cash Management Platform
Chief Executive Officer of the Year
- Apex Fintech Solutions - Bill Capuzzi
- Asset-Map - H. Adam Holt
- CAIS - Matt Brown
- iCapital - Lawrence Calcano
- Mirador - Joe Larizza
- WINNER: Nitrogen - Aaron Klein
- Smarsh - Kim Crawford Goodman
- Snappy Kraken - Robert Sofia
- Vestwell - Aaron Schumm
- Wealth Access - David Benskin
Chief Marketing Officer of the Year
- WINNER: CAIS - Abby Salameh
- Docupace - Ryan George
- Nitrogen - Craig Clark
- Snappy Kraken - Angel Gonzalez
Client Onboarding / New Account Opening
- Apex Fintech Solutions - Onboarding Edge
- WINNER: Orion Advisor Solutions - Automated Account Solution
Client Portals
- AssetBook - Valian
- Mirador - Gateway, by Mirador
- SS&C Black Diamond Wealth Platform - Client Experience
- WINNER: Wealth Access - Client Portal
Compliance
- Hearsay Systems - Testimonial Management System
- Orion Advisor Solutions - Share Class Monitoring
- Presults - Email Monitoring and Archiving
- SIGNiX - FINRA Compliance Lock
- WINNER: Smarsh - Professional Archive
- Smartria - Compliance Management Platform
CRM
- WINNER: Orion Advisor Solutions - Redtail Campaigns
- WealthHub Solutions - Trust and UHNW-specific CRM
Direct Indexing
- Charles River Development - Tailored Portfolio Solutions
- Interactive Brokers - Custom Indexing for RIAs
- Orion Advisor Solutions - Bespoke Custom Indexing Technology
- Rowboat Advisors - Tax Simulator for Direct Indexing
- WINNER: Vestmark - VAST
Diversity, Equity and Inclusion
- Apex Fintech Solutions - Culture and DEI Workshop
- WINNER: Broadridge - AIF® Designation Diversity
- Choir - Voices
- DFD Partners - AI-based Distribution Platform
- SEI - Inclusion in Wealth Management
Document Management
- Canoe Intelligence - Canoe Connect & Canoe Intelligence
- FutureVault - Digital Vault
- WINNER: Laserfiche - Intelligent Data Capture
- Wealth Access - Digital Document Vault
Innovation New Applications
- CogniCor Technologies "CogniCor" - AI Enabled Meeting Assistant
- FP Alpha - Estate Planning Snapshot
- Method Financial - API for Personal Debt Consolidation
- Nitrogen - "Check-Ins" Coaching Tool
- Orion Advisor Solutions - Orion BeFi
- WINNER: Summit Wealth Systems - Wealth Journey
- VRGL - CAPM & R Tool
Innovation Platforms
- BridgeFT - WealthTech API
- CapIntel - Seamless ESG Metrics
- Elements Technology - Financial Assessment Software Platform
- Envestnet - Wealth Data Platform
- FactSet - Intelligent Prospecting
- Halo Investing - Protective Investment Solutions
- WINNER: Invent - PaaS Digital Ecosystem
- Practifi - Propel
- Vanilla - Estate Advisory Platform
- Zoe Financial - Wealth Platform
Marketing Automation
- WINNER: Catchlight - Lead Engagement Platform
- FMG Suite - Lead Generation and Business Growth Program
- Orion Advisor Solutions - Redtail Campaigns, BeFi20 and Proposal Generation
- Snappy Kraken - Freedom360 campaign
Model Marketplaces
- Adhesion Wealth Advisor Solutions - AMX
- WINNER: Charles River Development - Wealth Hub
- Kwanti - Model Marketplace
Portfolio Analytics
- WINNER: FactSet - Advisor Dashboard
- HedgeSPA - Graph Neural Network and Quantum AI Application
- InvestSuite - Portfolio ESG Insights
- Zephyr - Portfolio Insight(ers) Powerful Perspective
Portfolio Management, Accounting and Performance Reporting
- d1g1t Inc. - Risk-based Wealth Management
- LeafHouse - reallocateIT API-based Software
- WINNER: Pontera - Professional 401(k) Management
Rebalancing
- Advyzon - Quantum Rebalancer
- intelliflo - redblack
- MyVest - Expanding Tax Optimization
- WINNER: SMArtX Advisory Solutions - Automated Trade Builder & Rebalancer
- Vestmark - Rebalancing Engine
Retirement Income
- Broadridge - Retirement Income Consortium
- Future Capital - Advisor Solutions for Held Away Assets
- WINNER: IncomeConductor - RMD, Roth Conversion and Tax Optimization
- Panoramix - Days of Future Past
- PensionPlus - Personalized Retirement Income Service
Risk Tolerance / Client Profiling
- WINNER: Andes Wealth Technologies - Holistic and Defensible Risk Tolerance/Client Profiling
- Helios - Portfolio Tools
Securities-based Lending
- WINNER: Goldman Sachs Private Bank Select - GS Select
- Supernova Technology - Democratizing Access to SBL
- UPTIQ - Securities Based Lending
Social Media Leadership
- WINNER: FMG Suite - “One-Click” AI-powered Content Personalization
Specialized Planning Applications
- WINNER: Asset-Map - Signals+
- Bento Engine - Serving the Next Gen
- Special Needs Map - Special Needs Planning Software
- Vanilla - Estate Advisory Platform
- Wealth.com - Digital Estate Planning Platform
Thought Leadership
- Advisor360° - Connected Wealth Report
- AdvisorEngine - Action! Magazine
- Asset-Map - AdviceTech.LIVE
- eMoney Advisor - Candid Conversations Campaign
- Finance of America Reverse - Morningstar Collaboration
- Invent - Big Reveal Podcast Series
- Nitrogen - Fearless Investing Summit
- WINNER: Snappy Kraken - Jolt! Conference
Unified (All-In-One) Systems
- Advyzon - Technology Platform
- Envestnet - Enterprise Platform
- MyVest - Optimizing the Enterprise
- WINNER: Orion Advisor Solutions - Orion Stacks
TRUSTS
- WINNER: Bank of America Private Bank - Trust Business Support Model
- Fiduciary Trust of New England - New Hampshire Trusts
- Trustate - Estate and Trust Administration Software