WINNER - Account Management Experience Redefined Through New Advisor Portal Technology

Orion Portfolio Solutions developed a new advisor portal that delivers powerful investment technologies and options through an intuitive user experience...LEARN MORE

FINALIST - Lockwood Managed360® Enhancements

With more than 5,500 accounts and $1.1B in total assets as of March 31, 2020, Lockwood’s turnkey solution, Lockwood Managed360®, is designed to help financial professionals efficiently administer managed assets within one integrated technology platform...LEARN MORE

FINALIST - Multistrategy Account

Morningstar® Managed PortfoliosSM recently added multistrategy account (MSA) and advanced risk modeling capabilities to our service...LEARN MORE

FINALIST - Sleeve-Level Tax Lot Harvesting Tool

SmartX has built a sleeve-level tax loss harvester to help advisors identify the most tax-efficient, appropriate buys/sells for each security held by the client...LEARN MORE

WINNER - Adhesion Manager eXchange (AMX)

AMX allows managers and advisors to communicate with one another through communication and RFP tools, but in a blind and compliant fashion...LEARN MORE