The 2022 Impact Awards in Digital Wealth Management

Report Summary

The 2022 Impact Awards in Digital Wealth Management

Aite-Novarica Group awards 12 technology innovators in wealth management in 2022.

David Himmel
Associate
Meghna Mukerjee
Strategic Advisor
Wally Okby
Strategic Advisor

Boston, September 20, 2022 – Customer needs and expectations continue to evolve, and financial institutions must strive to stay one step ahead. The capabilities and breadth of their product portfolios must go beyond what has traditionally been offered to address new market challenges and capture new opportunities.

Aite-Novarica Group’s Impact Awards are designed to recognize and celebrate innovation achieved by financial institutions leveraging technology to surpass the status quo. Award recipients are leading the industry by identifying and implementing new products, capabilities, or levels of automation and effectiveness that are bringing our industry one step closer to next-generation banking.  

The winners of the 2022 Impact Awards in Digital Wealth Management are ALLINDEX, Atria Wealth Solutions, Aviva Plc, Bank of America Merrill Lynch, Bento Engine, BNP Paribas, Formue, Goldman Sachs Ayco, Morgan Stanley, RBC, and SEBA Bank.

This 82-page Impact Report contains 29 figures and 11 tables. Clients of Aite-Novarica Group’s Wealth Management service can download this report and the corresponding charts.

Download table of contents

This report mentions Abbove, Alex Brown, Amazon Web Services, APEX, Bloomberg, Broadridge, Docupace, Dynamics, Envestnet MoneyGuidePro, Factset, FNZ, Gambit, GIST, Informatica, J.P. Morgan, LSEG, Moody’s, Morningstar, Moxo, MSCI, Mulesoft, NatureAlpha, Practifi, Qontigo, Raymond James, RepRisk, Riskalyze, Royal Bank of Scotland, Salesforce, SIX Group, Sustainability Accounting Standards Board, Trucost, UN Forest500, Vue.JS, Wealthbox, and XLR8.

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