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  5. Bernstein Private Wealth Management: iAdvisor Makes Client Meetings Easy

Bernstein Private Wealth Management: iAdvisor Makes Client Meetings Easy

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29 March 2023
Jean Sullivan

Winner of Celent Model Wealth Manager 2023 Award for Essential and Emerging Technologies

Abstract

Celent is pleased to award Bernstein Private Wealth Management ("Bernstein”) with the 2023 Celent Model Wealth Manager Award for Essential and Emerging Technologies.

Bernstein developed the iAdvisor application to resolve workflow issues associated with client meetings. iAdvisor is a new technology tool that provides financial advisors with a more efficient and information-rich way to support in-person client meetings. The application (app) allows advisors to efficiently manage pre- and post-meeting activities, access data and information across disparate systems, and seamlessly update the CRM system (Salesforce.)

iAdvisor is a compelling solution that addreses a problematic area for wealth managers, especially those serving high-net-worth individuals who still demand white-glove service.

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