October 22, 2026 — Datos Insights announced the winners of its 2026 Impact Awards in Wealth Management yesterday at its Wealth Management Forum in New York. The awards recognize 21 organizations across 16 categories whose innovations improve advisor productivity, client engagement, and client outcomes across a shifting industry landscape.

The 2026 awards span three areas of wealth management technology. Client Experience and Operational Excellence recognizes firms that have streamlined the advisor-client relationship, from workflow and communication to client portals and digital marketing. Core Platform Innovation honors advances in the advisor desktop, portfolio management, financial planning, clearing and custody, and alternative investments. Emerging Technologies showcases how AI and other new tools are changing the work, from personalized client recommendations and advisor copilots to retirement income planning and a prize for the standout WealthTech startup.

“This year’s winners show AI moving out of the pilot phase and into production at scale, in workflows advisors use every day.”

Will Trout, Director, Securities & Investments, Datos Insights

2026 Wealth Management Impact Award Winners

For full category descriptions, visit the Datos Impact Awards in Wealth Management page.

Client Experience and Operational Excellence

• Best Innovation in Advisor-Client Workflow: Merrill Wealth Management and Bank of America Private Bank (financial institution), Asset-Map (vendor)
• Best Innovation in Client Communication & Engagement: CapIntel
• Best Innovation in Client Portal: Advyzon
• Best Innovation in Digital Client Experience: Old National Bank (financial institution), Pageport/Slant (vendor)
• Best Innovation in Digital Marketing & Automation: VastAdvisor

Core Platform Innovation

• Best Innovation for the Advisor Desktop: Backbase
• Best Innovation in Alternative Investments & Private Markets: Canoe Intelligence, a Bloomberg Company
• Best Innovation in Clearing and Custody: Altruist
• Best Innovation in Financial Planning: Regions Private Wealth Management (financial institution), Hargrove (vendor)
• Best Innovation in Portfolio Management: Fifth Third Private Bank (financial institution), SS&C Black Diamond Wealth Solutions (vendor)

Emerging Technologies

• Best AI-Driven Client Recommendations & Personalization: Wealth.com
• Best AI for Operational Automation & Industry Intelligence: Morgan Stanley Wealth Management (financial institution), Intellect Design Arena Ltd. (vendor)
• Best AI-Powered Advisor Assistants/Copilots: RBC Wealth Management (financial institution), Zocks (vendor)
• Best Innovation in Portfolio Analytics & Risk Management: Nitrogen
• Best Innovation in Retirement & Income Planning: Intellect Design Arena Ltd.
• Best WealthTech Startup: Amplify Technology, LLC

Selection Process and Criteria

The program received close to 200 nominations across 16 categories. Each submission was scored against a standardized set of criteria: level of innovation and competitive advantage, the market needs it addresses, impact on client experience and operational efficiency, revenue and retention potential, scalability, and future roadmap. Where scores were tied or a clear winner could not be determined, independent industry consultants were engaged to make the final determination.

About the Impact Awards Program

Any vendor, financial institution, or fintech firm may submit a nomination, with no restrictions on size or location. Nominated innovations must be in production and must have been developed and implemented after January 1, 2024. Up to two winners may be recognized per category, one financial institution and one vendor. Best WealthTech Startup is open only to technology vendors less than three years old. The identification of award winners is not an endorsement by Datos Insights of any vendor, product, or service.

 

About Datos Insights 

Datos Insights is the leading research and advisory partner to the banking, insurance, and securities industries — both the financial services firms and the technology providers that serve them. 

In an era of rapid change, Datos Insights empowers firms across the financial services ecosystem to make high-stakes decisions with confidence and speed. Its distinctive combination of proprietary data, analytics, and deep practitioner expertise provides actionable insights that enable clients to accelerate critical initiatives, inspire decisive action, and de-risk strategic investments to achieve faster, bolder transformation.