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Industry Recognition
 

#1 In Customer Satisfaction for portfolio management systems 2025

Software All Star for portfolio management systems 2025

#1 In Customer Satisfaction for portfolio management systems 2024

#1 In Customer Satisfaction for portfolio management systems 2023

#1 In Customer Satisfaction for portfolio management systems 2022

#1 In Customer Satisfaction for portfolio management systems 2021

#1 In Customer Satisfaction for portfolio management systems 2020

#1 In Customer Satisfaction for portfolio management systems 2019

WealthManagement.com Industry Awards

Finalist-2024 : Cash Optimization, Compliance, and Risk Tolerance / Client Profiling

Finalist-2023 : Workflow Automation, Thought Leadership, Client Portals and Portfolio Management Accounting Performance Reporting.

Finalist-2022 : Retirement Income, Business Support Systems - Workflow Automation.

WINNER-2021: Corporate Social Responsibility.

Finalist-2021 : Workflow Automation, Thought Leadership, Corporate Social Responsibility and Document Management.

Finalist-2020 : Portfolio Management Accounting and Performance Reporting, CTO of the year, Technology - Compliance, Technology - Cyber Security.

Finalist-2019 : Thought leadership for our Industry Content whitepaper series.

Best Value for performance reporting 2023

Runnner Up Overall Satisfaction for performance reporting 2023

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