Showcasing the 2020 Awards Winners and Wealthies Circle Members TECHNOLOGY PROVIDERS Cyber Security; Document Management; and Portfolio Management, Accounting and Performance Reporting
Entreda enhanced its Cyber Risk Number platform, integrating it with third-party tools such as Zoom, Okta and Google Suite that firms and advisors adopted as they shifted to remote operations...LEARN MORE
Add the ability to support two-factor authentication to Panoramix by login ID to provide an extra layer of access control – beyond username and password credentials...LEARN MORE
FINALIST - Executor Assist - A Joint Venture Between ProtectHeir and Assurant: Estate Fraud Prevention
Laserfiche Vault is a cloud-based solution that provides a secure and accurate system of records to support broker-dealers and wealth managers...LEARN MORE
MyVest’s enhanced portfolio management and rebalancing system enables advisors to implement tailored tax management best practices as a systematic part of their daily practice...LEARN MORE
By streamlining management of various investment strategies within a single account, advisors can better manage risk, achieve diversification...LEARN MORE
Added functionality to Panoramix to allow advisors to see global RMD requirements and actual withdrawals for any time period for all of their clients...LEARN MORE
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