WINNER - Model Market Center Expansion and Enhancements

In September 2019, TD Ameritrade Institutional more than doubled the scope of Model Market Center by introducing dozens of models from independent investment strategists and on-boarding additional strategies and fund managers...LEARN MORE

FINALIST - 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

FINALIST - Asset Manager Wealth Hub

Charles River Wealth Hub is a next-gen model marketplace and managed account technology platform. By democratizing access to a broad selection of model-based strategies from leading institutional asset managers, Wealth Hub empowers advisors with valuable intellectual property in a scalable and easily consumable way...LEARN MORE

FINALIST - Strategic Partnering to Streamline Portfolio Management

The Oranj Model Marketplace (Marketplace) is a single place for advisors to streamline portfolio management with custom model capabilities and access to pre-constructed models...LEARN MORE

WINNER - New Mobile App for Redtail CRM Users

In February of 2020, Redtail released an entirely rebuilt version of its Redtail CRM mobile app for iOS and Android...LEARN MORE

FINALIST - Redeveloping Practifi for the U.S. Market

Initially developed for advisors in Australia, Practifi is a business management platform that helps financial advisors unify their disparate tools, strengthen relationships with their customers, and grow their business....LEARN MORE

WINNER - A Rebalancer Built for Today, Tomorrow, and Beyond

The robust framework of Rebalancer incorporates enhanced modeling, tax-efficient rebalancing, proactive monitoring, and secure approval workflows and notifications...LEARN MORE

FINALIST - Connected Trading

Connected Trading ushers in an end-to-end trading automation platform for advisors, eliminating the need for spreadsheets, file uploads, and manual account allocations at each custodian...LEARN MORE

FINALIST - Tegra118 Portfolio Rebalancing

Tegra118 is a bold leader in wealth technology, with a vast network of broker-dealers, asset managers, custodians and trading interfaces. We partner with our clients to deliver powerful solutions that set a new standard for how people interact with, manage, and grow their wealth...LEARN MORE