Awards
EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 2017

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