The January 2025 report spotlights seven award-winning innovations in wealth management that demonstrate how technology is transforming client and advisor experiences. Fiduciary Trust International streamlined a 30-40 hour process into a 30-minute digital meeting tool. Merrill Wealth Management’s Advisor Match boosted conversion rates fivefold. Morgan Stanley’s Portfolio Risk Platform achieved 90% advisor adoption. Stonehage Fleming automated multijurisdictional workflows, saving 79,000 hours. Jump’s AI meeting assistant cut admin time by up to 90%. LPL’s GenAI-powered LISA chatbot improved support accuracy. Money Concepts used AI to enable natural language data searches.

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