Bernstein Private Wealth Management: iAdvisor Makes Client Meetings Easy

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
29 March 2023

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


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.