Our Robo-Analyst has been named a finalist for two of WealthManagement.com’s 2018 Industry Awards: “Technology Providers: Innovation New Applications” and “Industry Research Providers”. Other finalists for our awards include Morningstar (MORN), Bloomberg, Envestnet (ENV), S&P/CFRA and Fi360.
The Industry Awards honor outstanding achievements by companies and organizations that support financial advisor success. Finalists were chosen from more than 600 entries.
The winners in each category will be announced at a gala reception on September 13, 2018, following an Executive Forum attended by 200+ senior level industry executives.
To see all the award categories and finalists, click here.
This article originally published on May 31, 2018.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.