Model Wealth Manager
2024
Personalization
Personalization at Scale via Fractional Shares
Streamlining Advisor Workflows
Wove: A Next-Gen Platform for Advisors
Essential and Emerging Technologies
Building the Vanguard Trading Platform of the Future
AI @ Morgan Stanley Assistant
2023
Personalization
Advisor Match
Streamlining Advisor Workflows
Collaborative Onboarding Experience: COBE
Technology Tools to Reach New Markets and Client Segments
Techombank Mobile App
MAP Hybrid Advice
Data and Analytics
Portfolio Risk Platform
Essential and Emerging Technologies
Financial Wellness
My Retirement Companion
2022
Client Experience
Mobile App
Digital Wealth Overview
Products/Platforms
Enabling the HNW and Mass Affluent to Store and Trade Crypto Assets
All-In-One Wealth Platform
Personalized ESG Portfolios and Impact Reporting
2021
Products and Platforms
Portfolio Risk Platform
Emerging Technology
Client Engagement Workstation (CEW)
Client Experience
NetXInvestor Site Builder
2020
Product and Platforms
Integration Xchange
Emerging Technology
New Business Innovation
Client Experience
Portfolio Opportunity Finder
Model Asset Manager - Distribution
PIMCO Client Portal and Portfolio Analysis Tools
2019
Innovation
Investor Biometric Payment Acknowledgment
Client Experience
New Investment Report Experience
Product and Platforms
Fidelity Automated Managed Platform (AMP)
Model Asset Manager - Innovation Risk
riskDIAGNOSTIC
Model Asset Manager - Distribution
Sales and Marketing Analytics on a Cloud-Based integrated Enterprise Data Hub
Model Asset Manager - Core Transformation
OBAM Teams Up with Bloomberg to Improve Consistency on a Global Scale
2018
Client Experience
Schwab Intelligent Advisory™
Products and Platforms
SpeciFi from Citizens Investment ServicesSM
Emerging Innovation
Digital Wealth Passport
Model Asset Manager - Operations and Risk
Creating Content through Technology Transformation
Model Asset Manager - Core Transformation
Investment Book of Record System (“IBOR”) Implementation
Model Asset Manager - Emerging Innovation
Deutsche Bauhaus – Deutsche Asset Management Platform with a unique design language, for a compelling customer experience
