2025 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.

Submissions are closed for the 2025 Datos Impact Awards in Wealth Management

Wealth Management Impact Awards Details

The categories for consideration under the Impact Awards in Wealth Management program are:

Best Innovation for the Advisor Desktop

Best Innovation in Clearing and Custody

Best Innovation in Client Portal

Best Innovation in Digital Marketing

Best Innovation in Client Communication

Best Innovation in Portfolio Management

Best Innovation in Client Experience

Best Innovation in Financial Planning

Best Achievement in AI

10.

Best WealthTech Startup (Tech Vendors Only)

Note: All categories except for “Best WealthTech Startup” are valid for both Financial Institutions and Tech Vendors.

See below for additional information to the specific Wealth Management categories.

"The Wealth Management Impact Awards recognize solutions that improve advisor productivity and client engagement and outcomes across a shifting industry landscape. By highlighting excellence across ten categories, we're acknowledging tools and technologies that make a difference for institutions and their clients."

Will Trout

Director, Securities & Investments, Datos Insights

Requirements for Participation & Additional Information

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, 2023).
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.
A panel of internal Datos Insights advisors and external industry experts from financial institutions and media will evaluate award submissions. 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.

ENTRY SUBMISSIONS MUST BE RECEIVED BY JULY 18, 2025.

Wealth Management

Best Innovation for the Advisor Desktop: New solutions or innovations from financial institutions or technology vendors that enhance advisor productivity through integrated workstations, CRM systems, or workplace tools with measurable improvements in task completion, data integration, and mobile accessibility.
Best Innovation in Clearing and Custody: New solutions or innovations developed by financial institutions or technology providers that streamline clearing, custody, or back-office processes with demonstrable improvements in settlement times, real-time reporting, asset transfers, and reconciliation capabilities.
Best Innovation in Client Portal: New solutions or innovations created by financial firms or portal technology vendors that elevate client engagement through comprehensive, mobile-first portal designs with personalization capabilities and integration of multiple account types, resulting in measurable increases in client interaction.
Best Innovation in Digital Marketing: New solutions or innovations implemented by financial institutions or marketing technology providers that enhance marketing effectiveness through compliance-integrated, personalized campaigns with multi-channel coordination capabilities and measurable ROI or lead generation outcomes.
Best Innovation in Client Communication: New solutions or innovations deployed by financial firms or communication technology vendors that transform client communications through personalized, compliance-automated messaging systems with multi-channel integration and robust engagement analytics.
Best Innovation in Portfolio Management: New solutions or innovations developed by financial institutions or portfolio management software providers that advance portfolio construction and management through scalable platforms with enhanced tax optimization, risk management features, and demonstrable investment performance improvements.
Best Innovation in Client Experience: New solutions or innovations created by financial firms or client experience platform providers that significantly improve overall client experience through reduced response times, enhanced self-service capabilities, and personalization features resulting in measurable client satisfaction gains.
Best Innovation in Financial Planning: New solutions or innovations designed by financial institutions or planning software developers that enhance financial planning methodologies through improved plan completion rates, scenario analysis capabilities, and seamless integration with implementation tools.
Best Achievement in Artificial Intelligence (AI): New solutions or innovations implemented by financial institutions or AI technology providers that successfully leverage artificial intelligence with quantifiable business impact, innovative applications, broad deployment scale, and high user adoption rates.
Best Wealthtech Startup: New companies (less than 3 years old) providing innovative wealth management solutions with demonstrated market traction and exceptional product innovation.

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