Announcing Celent Model Wealth and Asset Manager 2020 Award Winners

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15 April 2020
Neil Sheehan

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!

Model Wealth Manager Award

Model Wealth Manager Award Winner


Products and Platforms

Fidelity Investments

Integration Xchange

Emerging Technology

St. James Place

New Business Innovation

Client Experience

Credit Suisse

Portfolio Opportunity Finder


Model Asset Manager Award

Model Asset Manager Award Winner




PIMCO Client Portal and Portfolio Analysis Tools

Insight details

Capital Markets, Wealth Management
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Capital Markets
Insight Format
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America