This award is given to the advisory team, firm, office or network that has best harnessed technology and digital solutions to improve their business, aid their advisors, and leverage overall client experience over the last 12-18 months. This category looks at the organization’s use of wealth technology and digital platform/solution/resource/software/s such as (but not limited to) CRM, digital marketing, mobile technology, electronic document management, connectivity platforms, and collaboration tools. Service/solution providers are not eligible nominees in this category as this is a category for advisory teams or offices using the service/solution/tool/s.

Advisory teams, offices, and networks may nominate themselves. Extra weight will be placed on nominations that come from those in a position to assess an advisory team’s or office’s use of technology and innovation.


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:

Overall use of digital platforms and wealth technology solutions in the last 12-18 months, demonstrating positive outcomes

Clear narrative demonstrating the needs identification process for implementation of the technology

Alignment of the use of the technology with the organization’s broader goals

Innovation in the types of technology used

Efficiencies and cost savings gained from use of technology

Evidence of return on investment and impact on staff engagement and performance

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