Today we are announcing the winners of Celent Model Wealth and Asset Manager 2020 Awards. Our annual Model Wealth and Asset Manager program was launched three years ago and recognizes financial institutions for best practices of technology usage in different areas critical to success in wealth and asset management.

We saw continued growth in the number and quality of submissions this year. Trends from the submissions include platforms and solutions that aid advisors in delivering customized product offerings and platforms and solutions that partner with emerging technology to improve operational efficiency. Each winning initiative is described in a case study report available to download for Celent research clients by clicking on the respective links below.

Congratulations to all Celent Model Wealth and Asset Manager 2020 award winners!

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