NOMINATE RESERVE SEATS

THE EQUISOFT AWARD FOR FUND PROVIDER OF THE YEAR


 

Description

 

This award recognizes the outstanding fund company that consistently delivered superior advisor service while pushing the boundaries with innovation and industry best practices over the last 12 months.

 

Fund companies may nominate themselves and the WPA team will also consider input from partners and clients. Extra weight will be placed on nominations that come from advisors and advisory networks those in a position to assess a fund company objectively.

 

Finalists will be invited to provide supporting documentation for submission to the WPA judging panel.

 

When judging this category, the following criteria will be considered:

 

  • effective client relationship management strategies and stakeholder engagement
  • administration or technology solutions where strategic thinking, collaboration and excellence have made a key impact with advisors
  • sustained effort and commitment to the advisor channel
  • corporate social responsibility, diversity and inclusion, and Responsible Investment (PRI) initiatives

 

The winner for this category will be determined by the WPA judging panel and the results of an online poll via Wealth Professional online.

 

This award brought to you by:

 

Equisoft wpa partners

 

Nominate

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