The September 2022 Aite-Novarica report The 2022 Impact Awards in Digital Wealth Management by David Himmel, Meghna Mukerjee, and Wally Okby honors innovative solutions transforming client engagement, reporting, financial wellness, ESG integration, and digital assets. It profiles initiatives from firms such as Atria Wealth Solutions, BNP Paribas, Bank of America, Morgan Stanley, Aviva, Goldman Sachs Ayco, Allindex, Bento Engine, SEBA Bank, RBC Wealth Management, and Formue. Each profile details market needs, solution features, and benefits, with Aite-Novarica’s analysis emphasizing how these innovations enhance client experiences, advisor capabilities, and operational efficiency.

Join for free to read