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Now in its second year, the WealthManagement.com Industry Awards recognize the companies and organizations that support financial advisor success. Over 325 senior wealth professionals attended the gala in 2015. For 2016 the awards will offer expanded marketing, PR and networking opportunities for participants.

Highlights
CompanynbspPIEtech IncnbspnbspCategorynbspTechnology ProvidersmdashFinancial PlanningnbspInitiativenbspmyMoneyGuide Planning ExperiencenbspTruly personalized financial plans require detailed conversations between advisors and clients PIEtech Inc recently revamped its myMoneyGuide financial planning software to enablenbspthesenbspdeeper conversationsnbspand help advisors developnbspa greater understandingnbspof clientsrsquonbspneedsnbspnbspNew
2016 Winner: PIEtech
Nov 02, 2016
PIEtech, Inc. is the winner of the Technology Providers—Financial Planning category.
Edward Jones
2016 Winner: Edward Jones
Oct 21, 2016
Edward Jones is the winner of the Broker/Dealers (1,000 Advisors or More) – Technology category.
Raymond James
2016 Winner: Raymond James
Oct 21, 2016
Raymond James is the winner of the Broker/Dealers (1,000 Advisors or More) – Technology category.
Company CAISCategorynbspHedge FundsPrivate EquitynbspInitiativenbspIncreased access to Private Equity and Hedge Funds through Fidelity and MercernbspAs the hedge fund and private equity investment space grows so does demand from wealth management firms for costeffective access to these investment solutions In response financial products platform provider CIAS strengthened relationships with strategic partners Fidelity Institutional and Mercer to expand its menu of alternative invest
2016 Winner: CAIS
Oct 21, 2016
CAIS is the winner of the Hedge Funds/Private Equity category.
2016 Winner: Orion Advisor Services
2016 Winner: Orion Advisor Services
Oct 21, 2016
Orion Advisor Services, LLC (Orion) is the winner of the Technology Providers – Portfolio Management, Accounting and Performance Reports category.
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