New list of the top 25 reflect the changing needs of advisors and clients today
Following a rigorous search and selection process Wealth Professional is proud to announce its Top 25 Wealth Tech providers for 2024.
The list covers a diverse array of technology providers, ranging from digital marketing platforms to portfolio management software. This year’s top providers have all shown remarkable commitment to the advisor community and to innovation in the wealth management industry.
Each and every company named on the Top 25 Wealth Tech Providers list has distinguished itself providing a superior solution to the needs of modern advisory firms and their clients.
Among this year’s luminaries is Infinite Investment Systems, which is known in the market for its flagship product, Harmony. They have shown a remarkable capacity to grow and develop new technologies to meet advisor needs as well.
“We emphasize service, and our team is the best in the industry. From day-to-day support to detailed system implementations, we are out to exceed expectations,” said Mike Zegers, vice president of strategy and business development.
Returning to the top 25 list once again is SIACharts a Calgary-based firm with a platform that allows advisors and portfolio managers to compare a vast array of different assets and securities against each other.
Paul Kornfeld, president of SIACharts, emphasizes the platform's mission: "The goal is to help advisors focus on the best opportunities and save them time from doing research on other investments with clear rankings and alerts.”
Croesus Finansoft has been named to the Top 25 list as well, recognized for its wide array of tools, as well as its recent growth beyond the Canadian market, opening its first office in Geneva, Switzerland.
Education is another theme that emerged in the Top 25 list, perhaps best characterized by Toronto-based HeyAdvisor. The firm offers advisors a trusted digital content library that helps advisors determine what information is sales-driven content, and what information is truly valuable to themselves and their clients.
“HeyAdvisor addresses the overwhelming presence of product and sales-driven content by providing much-needed educational resources,” shares Emily Reed, CEO.
As client lives and families grow more complex, Vision Systems has developed a suite of financial planning software covering personal planning, private corporations, and personal trusts. The robust interconnected nature of that suite earned them a place on the Top 25 list this year.
To view the full list, click here.
