CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--WealthCloud, LLC (“WealthCloud”) the cloud-based, fully integrated Salesforce platform with multiple applications for wealth management and trust companies, has been shortlisted for the Family Wealth Report Awards in three separate categories – Front Office Solution, CRM and Onboarding.
Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2014.
"We are delighted to have been shortlisted for these prestigious awards. It is a great honor to be recognized in the shortlist. This is testament to the hard work that the team has put in over the last 12 months,” C. Richard Corl, WealthCloud’s CEO stated (http://www.WealthCloud.com).
Stephen Harris, ClearView Financial Media’s Chief Executive and Publisher of Family Wealth Report, was first to extend his congratulations to the shortlisted firms. “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations,” he said. “These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which focused on the client experience, not quantitative performance metrics. That is a unique, and, I believe, compelling feature.
“These awards will recognize the very best operators in the private client industry, with independence, integrity and genuine insight – the watchwords of the judging process – such that the awards truly reflect excellence in wealth management. Our aim is to make these annual awards one of the brightest, and keenly contested highlights in the wealth management calendar.”
Winners will be announced at a gala awards dinner, which will be held in New York on March 12, 2015, at the Mandarin Oriental.
About WealthCloud, LLC
WealthCloud, LLC is a technology company serving the wealth management industry consisting of trust companies, multi-family offices, Registered Investment Advisors, banks, law firms and others in businesses who administer trusts and wealth for high net worth individuals. The company’s unique Salesforce based cloud-computing platform provides users with a centralized portal with all of the necessary applications and tools to manage all of their day-to-day responsibilities, effectively and efficiently, in one environment. These integrated capabilities include daily workflows, compliance review infrastructure, performance reporting, customer relationship management, document management and custodian agnostic aggregated investment accounting. The company markets its platform of services directly as well as through channel partners and media technologies to the identified market sectors, defined above. To be successful in the current wealth management climate, advisory productivity needs to improve greatly while reducing back-office costs. The company’s fully integrated platform is leading the wealth management industry shift toward this new paradigm of enhanced and transparent client services and their data.
WealthCloud, LLC, executive offices are located at Two Tower Bridge, One Fayette St. Conshohocken, PA 19428. Telephone: 610.915.2120 http://www.WealthCloud.com
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive Stephen Harris in 2004 to provide high quality “need to know” information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events program.
With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.