2026 Impact Awards

Wealth Management

Customer needs and expectations continue to evolve, and financial institutions must strive to stay one step ahead. Their capabilities and breadth of product portfolio must go beyond what has traditionally been offered to address new market challenges and capture new opportunities. The Datos Impact Awards in Wealth Management recognize solutions that improve advisor productivity and client engagement and outcomes across a shifting industry landscape. 

The 2026 Datos Impact Awards in Wealth Management Are Now Open!

Submissions must be received by July 31, 2026

Wealth Management Impact Awards Details

Note: All categories except Best WealthTech Startup of the Year are open to both financial institutions and technology vendors. Up to two winners may be recognized per category, one FI and one vendor.

Client Experience and Operational Excellence

  • Best Innovation in Advisor-Client Workflow
  • Best Innovation in Client Communication & Engagement
  • Best Innovation in Client Experience
  • Best Innovation in Client Portal
  • Best Innovation in Digital Marketing & Automation

Core Platform Innovation

  • Best Innovation for the Advisor Desktop
  • Best Innovation in Alternative Investments & Private Markets
  • Best Innovation in Clearing and Custody
  • Best Innovation in Financial Planning
  • Best Innovation in Portfolio Management

Emerging Technologies

  • Best Innovation in AI-Driven Client Recommendations & Personalization
  • Best Innovation in AI for Operational Automation & Industry Intelligence
  • Best Innovation in AI-Powered Advisor Assistants/Copilots
  • Best Innovation in Portfolio Analytics & Risk Management
  • Best Innovation in Retirement & Income Planning
  • Best WealthTech Startup of the Year — Technology Vendors Only
Download printable list of questions
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See below for additional information on the specific Wealth Management categories.

For questions about the awards, please contact [email protected].

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Category Descriptions

  1. Best Innovation in Advisor-Client Workflow: Recognizes firms that have meaningfully streamlined the end-to-end workflow between advisors and clients, reducing friction across touchpoints from onboarding to ongoing service. Eligible submissions should demonstrate measurable improvements in advisor efficiency and client experience.
  2. Best Innovation in Client Communication & Engagement: Recognizes organizations that have transformed how advisors and institutions communicate and engage with clients across channels. Eligible submissions should demonstrate personalization, compliance integration, and measurable improvements in client interaction and responsiveness.
  3. Best Innovation in Client Experience: Recognizes firms that have made a demonstrable difference in the overall client experience, whether through enhanced self-service capabilities, reduced response times, or personalization features. Eligible submissions should demonstrate measurable gains in client satisfaction or retention.
  4. Best Innovation in Client Portal: Recognizes client-facing portal solutions that provide comprehensive, mobile-first access to financial information, account aggregation, and interactive planning tools. Eligible submissions should demonstrate increased client engagement and measurable usage metrics.
  5. Best Innovation in Digital Marketing & Automation: Recognizes firms that have elevated their marketing effectiveness through personalized, compliance-integrated campaigns and automated outreach across channels. Eligible submissions should demonstrate measurable ROI, lead generation, or client acquisition outcomes.

  1. Best Innovation for the Advisor Desktop: Recognizes integrated workstation solutions that centralize the tools advisors need to serve clients effectively, including CRM, portfolio data, and communication capabilities. Eligible submissions should demonstrate improvements in task completion, data integration, and usability.

  2. Best Innovation in Alternative Investments & Private Markets: Recognizes firms that have advanced advisor and client access to alternative investments and private market opportunities. Eligible submissions should demonstrate progress in accessibility, due diligence, reporting, or operational efficiency within this asset class.

  3. Best Innovation in Clearing and Custody: Recognizes innovations in clearing, custody, or back-office operations that have improved settlement times, asset transfers, reconciliation, or real-time reporting. Eligible submissions should demonstrate measurable operational improvements and scalability.

  4. Best Innovation in Financial Planning: Recognizes the most compelling advances in financial planning methodology or technology that improve plan quality, completion rates, and the advisor-client planning experience. Eligible submissions should demonstrate progress in scenario analysis, goal-based planning, or integration with implementation tools.

  5. Best Innovation in Portfolio Management: Recognizes platforms and tools that have advanced portfolio construction, rebalancing, tax optimization, or investment management at scale. Eligible submissions should demonstrate improvements in investment outcomes, operational efficiency, or advisor productivity.

  1. Best Innovation in AI-Driven Client Recommendations & Personalization: Recognizes AI applications that deliver more tailored, data-driven recommendations and personalized experiences to end clients. Eligible submissions should demonstrate how AI is deepening client relationships and driving better outcomes.

  2. Best Innovation in AI for Operational Automation & Industry Intelligence: Recognizes AI-powered tools that automate back-office and operational workflows, or that generate actionable market and industry intelligence. Eligible submissions should demonstrate concrete time savings, cost reductions, or decision-support improvements.

  3. Best Innovation in AI-Powered Advisor Assistants/Copilots: Recognizes firms deploying AI tools that support advisors directly in their day-to-day work, including meeting summarization, next-best-action guidance, and CRM-integrated note-taking. Eligible submissions should demonstrate meaningful adoption and measurable productivity gains.

  4. Best Innovation in Portfolio Analytics & Risk Management: Recognizes solutions that have advanced portfolio analysis, risk modeling, and performance reporting capabilities. Eligible submissions should demonstrate improvements in the depth, accuracy, or accessibility of portfolio intelligence for advisors and clients.

  5. Best Innovation in Retirement & Income Planning: Recognizes firms helping advisors and clients plan more effectively for retirement income, longevity risk, and decumulation strategies. Eligible submissions should demonstrate measurable improvements in retirement readiness or advisor planning capabilities.

  6. Best WealthTech Startup of the Year — Technology Vendors Only: Exclusively for technology companies less than three years old delivering innovative wealth management solutions. Eligible firms should demonstrate early market traction, product differentiation, and a clear value proposition for advisors or financial institutions.

Participation Requirements

  • Any vendor, financial institution, or fintech firm may submit a nomination.
  • There are no restrictions on the size or location of nominated firms.
  • Nominated innovations must be in production and must have been developed and implemented within the last two years (i.e., after January 1, 2024).
  • All nominees must permit Datos Insights to publicly announce and describe their innovation should they win. [Note: Datos Insights may request a follow-up briefing to develop appropriate communications and reporting.]
  • Datos Insights requires all nominations to be as detailed and descriptive as possible to ensure a complete understanding of the nominated innovation and support fair and objective evaluation. The nomination form has no character limits for any response.
  • Evaluation criteria include level of innovation, competitive advantage, market needs/drivers, impact and value, and future roadmap.
  • Datos Insights understands that certain information may not be suitable for public release. Such information can be clearly marked in the submission and will be used only by judges in their assessment. Please note that omitting such information may result in lower scores.
"The Wealth Management Impact Awards celebrate the innovations reshaping how advisors work and how clients are served. Across 16 categories, we recognize the tools, strategies, and technologies that are delivering measurable success and impact for financial institutions and the clients who depend on them."
Will Trout
Director, Securities & Investments, Datos Insights

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