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Wealth management technology is of major importance to the financial services industry and continually helps financial advisors evolve their practices to serve clients. Wealth Professional is researching which technology platforms and providers are of the greatest use to the profession at large.

We want to hear from you!

To be considered for the 5-Star Wealth Tech Providers 2025 showcase, just spend a few minutes to provide us with the following information.

Results will be published in April in Wealth Professional's online edition and e-newsletter.

Entries close Friday, November 29.

If you have any questions, please email aly.balatbat@keymedia.com

Editor's note: Clarity on WP awards and ranking lists
AUM, revenue, and sales activity are no longer criteria considered for any WP special reports and awards, advisor recognition, or industry recognition. AUM, revenue, and sales activity are the only stated focuses of the recent regulatory push and are not factors in any awards or recognition given by this publication.

See the full editor's note here: https://www.wealthprofessional.ca/news/industry-news/editors-note-clarity-on-wp-awards-and-ranking-lists/381453

Question Title

* 1. What is the name of your organization and/or product?

Organization

Product

Website

Question Title

* 2. Has this product or technology been introduced to the market within the last 24 months?

Yes

Specify in number of months:

Question Title

* 3. Your details:

Name:

Job title:

Company:

Email address:

Phone number:

Province:

Product URL:

Question Title

* 4. What solutions does your organization provide to financial advisors or the wealth management industry?

Financial planning software

Digital marketing

Portfolio management

Back office support (compliance software, risk management, etc.)

Behaviour assessment

Financial tools or dashboards

Client data gathering

Compliance software

Client file sharing

CRM

Education for advisors

Investment data/analytics

Online wills

Risk tolerance

Specialized planning (estate, retirement, CPP and others)

Stress testing

Others

Please specify if you have selected Others

Please provide relevant information regarding each of the following:

Question Title

* 1. What is the name of your organization and/or product?

Question Title

* 2. Has this product or technology been introduced to the market within the last 24 months?

Question Title

* 3. Your details:

Question Title

* 4. What solutions does your organization provide to financial advisors or the wealth management industry?

Question Title

* 5. Business/product overview (max. 500 words).

Question Title

* 6. Value proposition/point of difference (max 500 words).

Question Title

* 7. Statistics on sales/client growth for the last 12 months (max 250 words).

Question Title

* 8. Client testimonials and any other relevant information/accolades in the past 12 months.