2024
Overall winner
Personalization
Morgan Stanley Wealth Management
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
Morgan Stanley Wealth Management
AI @ Morgan Stanley Assistant
2023
Overall winner
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
Morgan Stanley Wealth Management
Portfolio Risk Platform
Essential and Emerging Technologies
Financial Wellness
My Retirement Companion
2022
Overall winner
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
Overall winner
Products and Platforms
Morgan Stanley
Portfolio Risk Platform
Emerging Technology
Merrill Lynch
Client Engagement Workstation (CEW)
Client Experience
BNY Mellon, Pershing
NetXInvestor Site Builder
2020
Overall winner
Product and Platforms
Fidelity Investments
Integration Xchange
Emerging Technology
St. James Place
New Business Innovation
Client Experience
Credit Suisse
Portfolio Opportunity Finder
Model Asset Manager - Distribution
PIMCO
PIMCO Client Portal and Portfolio Analysis Tools
2019
Overall winner
Innovation
BNY Mellon’s Pershing
Investor Biometric Payment Acknowledgment
Client Experience
Deutsche Bank Spain
New Investment Report Experience
Product and Platforms
Fidelity Investments
Fidelity Automated Managed Platform (AMP)
Mode Asset Manager - Innovation Risk
benefitRFP
riskDIAGNOSTIC
Mode Asset Manager - Distribution
Legg Mason
Sales and Marketing Analytics on a Cloud-Based integrated Enterprise Data Hub
Mode Asset Manager - Core Transformation
ODDO BHF Asset Management
OBAM Teams Up with Bloomberg to Improve Consistency on a Global Scale
2018
Overall winner
Client Experience
Charles Schwab
Schwab Intelligent Advisory™
Products and Platforms
Citizens Investment Services®, a division of Citizens Bank Wealth Management
SpeciFi from Citizens Investment ServicesSM
Emerging Innovation
UBS Group AG
Digital Wealth Passport
Model Asset Manager - Operations and Risk
Brandes Investment Partners, L.P.
Creating Content through Technology Transformation
Model Asset Manager - Core Transformation
ProShare Advisors
Investment Book of Record System (“IBOR”) Implementation
Model Asset Manager - Emerging Innovation
Deutsche Asset Management
Deutsche Bauhaus – Deutsche Asset Management Platform with a unique design language, for a compelling customer experience