Our Robo-Analyst has been named a finalist for WealthManagement.com’s 2020 Industry Awards in the “Technology Providers – Compliance” category. Other finalists in our category include MyComplianceOffice and Panoramix.
The Industry Awards program recognizes the outstanding companies, individuals and organizations that make a real difference in the daily activities of financial advisors. Finalists in all categories were chosen from 625 nominations.
The winners in each category will be announced at a live virtual award event on September 10, 2020.
To see all the award categories and finalists, click here.
This article originally published on June 17, 2020.
Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, style, or theme.