INDEPENDENT TRUST OR FIDUCIARY COMPANY 

NOMINEES
Boston MFO
Intertrust
JTC Kensington.
Saffery Champness Registered Fiduciaries
Salamanca Group Trust & Fiduciary
ZEDRA Jersey

INSTITUTIONAL TRUST OR FIDUCIARY COMPANY 

NOMINEES
Northern Trust
RBC Wealth Management

MANAGEMENT CONSULTANCY 

NOMINEES
EY
Gulland Padfield

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

FRONT OFFICE SOLUTION 

NOMINEES
Avaloq
ERI Banking Software
Expersoft Systems
Objectway
Salesforce
SS&C Advent

TRANSACTION PROCESSING SOLUTION 

NOMINEES
Avaloq
Calastone
ERI Banking Software
Expersoft Systems

PORTFOLIO MANAGEMENT 

NOMINEES
BITA Risk
ERI Banking Software
Expersoft Systems
SS&C Advent
swissQuant Group
Tindeco Financial Services

CLIENT COMMUNICATIONS 

NOMINEES
Expersoft Systems
IBO
InvestCloud
Profile Software
SS&C Advent
WealthArc

CLIENT REPORTING 

NOMINEES
Dorsum Co
Expersoft Systems
InvestCloud
SS&C  
Vermilion - A FactSet Company

COMPLIANCE 

NOMINEES
Expersoft Systems
Klarity Risk
Prometeia
Qumram
Thomson Reuters 

CRM SYSTEM 

NOMINEES
Expersoft Systems
Invest Cloud
Salesforce
Tindeco Financial Services

OUTSOURCING SOLUTION 

NOMINEES
Avaloq
Expersoft Systems
Pershing, a BNY Mellon Company
Platform Securities
SS&C

DATA PROVIDER 

NOMINEES
Financial Express
Prometeia
FactSet 

RISK PROFILING SOLUTION 

NOMINEES
BITA Risk
Dynamic Planner
Expersoft Systems
IBO
Profile Software

RISK MANAGEMENT 

NOMINEES
FactSet
Klarity Risk
Prometeia
swissQuant Group
Thomson Reuters 
ON-BOARDING 

NOMINEES
Appway
Expersoft Systems
Objectway
Profile Software

INNOVATIVE CLIENT SOLUTION 

NOMINEES
Dorsum Co
IBO
SS&C
swissQuant Group
WealthArc

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION 

NOMINEES
Expersoft Systems
Globacom Technologies
Objectway

INNOVATIVE FINTECH SOLUTION 

NOMINEES
ayondo
Hearsay Systems
Qumram
swissQuant Group
WealthArc

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (IN-HOUSE SOLUTIONS ONLY)  

INNOVATIVE CLIENT SOLUTION 

NOMINEES
Barclays
BNP Paribas Wealth Management
Cadell + Co
Close Brothers Asset Management
REYL & Cie

OTHER WEALTH MANAGEMENT CATEGORIES