CONSULTANTS TO FAMILY OFFICE CATEGORIES

Investment advice
CTC | myCFO

Tax advice
Cantor & Webb

Management consultancy
Family Office Metrics

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

Front office solution
Advent Software

Transaction processing solution – Editor’s Award
SunGard

Portfolio management
Charles River Development

Client communications and reporting
InvestCloud

Outsourcing solution
Envestnet

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organization)

Best implementation of a technology solution
InvestEdge

Risk management
Milltrust International Group

CRM system
WealthCloud

On-boarding
Appway

Innovative client solution
Milltrust International Group