We were incredibly honored to be awarded Best Rebalancing Provider for our Portfolio Management Suite at WealthManagement.com’s 4th Annual Industry Awards. The black tie gala at NYC’s Ziegfeld Ballroom on September 14th brought together nearly 500 industry leaders to honor outstanding achievements by companies and organizations that support financial advisor success.
“We couldn’t be more excited for this award,” Anton said. “It acknowledges the hard work and dedication of the MyVest team in creating our state-of-the-art rebalancing platform, the The Portfolio Management Suite.”
“We’re honored to be in such fantastic company in this category, and to be presented the award by WealthManagement.com, one of the premier publishers for our industry.”
Industry Awards Tech Roundtable
This year’s event also included a technology roundtable, in which dozens of technology leaders joined editors and reporters from WealthManagement.com to discuss technology’s impact on wealth management.
Participant insights on topics like client experience, cyber security, and — of course — AI, were gathered in this slideshow.