Report

2021 Impact Innovation Award in Digital Wealth Management: BrightPlan

BrightPlan is the recipient of the 2021 Impact Innovation Award in Digital Wealth Management for financial wellness in North America.
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Boston, July 1, 2021 Addressing employees’ financial stress is an increasingly important way for employers to support employees in these challenging times. BrightPlan is a U.S. SEC-registered investment advisor that works with employers to offer all employees comprehensive financial advice as an employer-sponsored benefit. BrightPlan pairs its comprehensive digital financial management and planning app with experienced financial advisors trained in each company’s benefits.

Aite Group’s Impact Innovation 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.

Clients of Aite Group’s Wealth Management service can download this eight-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at [email protected].

This report mentions BrightPlan, Envestnet Yodlee, Orion, Salesforce, and TD Ameritrade.

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