Celent Model Wealth Manager Awards

Awards

Celent Model Wealth Manager Awards

Previous winners

2020
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
Innovation
BNY Mellon’s Pershing
Investor Biometric Payment Acknowledgment
Client Experience
Deutsche Bank Spain
New Investment Report Experience
Products and Platforms
Fidelity Investments
Fidelity Automated Managed Platform (AMP)
Model Asset Manager - Innovation in Risk
benefitRFP
riskDIAGNOSTIC
Model Asset Manager - Distribution
Legg Mason
Sales and Marketing Analytics on a Cloud-Based integrated Enterprise Data Hub
Model Asset Manager - Core Transformation
ODDO BHF Asset Management
OBAM Teams Up with Bloomberg to Improve Consistency on a Global Scale
2018
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