WINNER - Next Generation Risk Assessment

Riskalyze’s Next Generation Risk Assessment successfully combines the rigorous methodology of the detailed legacy questionnaire with the elegant directness of the simple legacy questionnaire...LEARN MORE

FINALIST - Multidimensional Risk Tolerance and Behavioral Profiling

Andes beautiful Risk Tolerance Test is supplemented by a risk questionnaire to improve accuracy...LEARN MORE

WINNER - Morningstar Direct – Global Risk Model

The Morningstar® Global Risk Model, available in Morningstar Direct, helps advisors understand portfolio risk with simple visualizations designed to empower investor success...LEARN MORE

FINALIST - ESG Analytics Platform

Act Analytics gives the financial advisor community the tools to invest ethically and sustainably...LEARN MORE

FINALIST - Open Integration with the Account On-boarding Firms

The traditional method for opening a new non-mutual fund product account in portfolio alternative investments is paper-based and time intensive...LEARN MORE

FINALIST - On-Boarding Module

Launch of the White-Label On-Boarding Module within the TradingFront digital RIA platform to apply for client brokerage accounts in minutes...LEARN MORE