WINNER - Michael Ragunas

As chief information officer, Michael Ragunas is responsible for all information technology for Cetera Financial Group, including direct oversight of all technology supporting the broker-dealers in the Cetera network.... LEARN MORE

WINNER - Digital Collaboration Tool Set

While most industry reporting portrays technology as at odds with the advisor-driven advice model, our recent focus has been on developing collaborative technology that strengthens the relationship between clients and their advisors...LEARN MORE

FINALIST - Enhanced UMA Platform

Our UMA program has been successfully redesigned from the ground up to serve as a one-stop shop for portfolio management on Advisor Group’s Wealth Management Platform (WMP)...LEARN MORE

FINALIST - AdviceWorks™ Digital Platform

AdviceWorks unites tools, information, and people within a seamless environment, making it easier for financial professionals to manage workflows and stay in sync with clients...LEARN MORE

FINALIST - Client-centric Web and Mobile Apps

We built a re-imagined digital platform—using easy-to-understand, interactive and transparent tools— empowering clients to manage their financial lives with confidence...LEARN MORE

FINALIST - Advisor Sleeve Makes Money Management Easy

Built on LPL’s Model Wealth Portfolios (MWP) platform, Advisor Sleeve is a comprehensive investment solution that enables advisors to act as strategists while outsourcing daily operational tasks to LPL...LEARN MORE