Overview

Ranked as top wealth management trend on Twitter, the fast-moving and on-trend world of WealthTech, where the key focus is the wealth manager’s client experience, is full of innovation.

WealthBriefing – the global subscriber-based newswire – has been exclusively reporting on the wealth management sector for over 16 years. Over this period we have successfully run a global Awards programme celebrating the achievement of the wealth management, private client and family office sectors.

For the past six years we have included technology categories in our Asia awards – covering Greater China, India and South-East Asia, but now in 2021 we have decided to separate these categories from the main Awards and give prominence to WealthTech companies with their own WealthBriefing Awards process.  We anticipate a return to the existing format in 2022 once we are able to host The Annual WealthBriefingAsia, Asia gala dinner in Singapore.

Categories

For those new to the awards, the categories are focused around three main client-experience focused areas:

Experts (individuals and teams)
Products
Services

Regions

Pan-Asia (Covering the entire Asia region)
India (Covering the entire sub-continent)
Australia/New Zealand

A full list of the categories and entry form is available here.

Judging Process

The judging process will be guided and assisted by a panel of independent experts , each of whom has been actively involved in the wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.

Supported by the long-running and well regarded publication WealthBriefingAsia, winning an WealthTechAsia Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.

For further information on categories and sponsorship opportunities please contact:

andrew.deane@clearviewpublishing.com

For more information about the awards process please contact:

rachel.fokes@clearviewpublishing.com

Key Dates

 

Key Dates for Your Diary

Nominations open –  Now

Nominations deadline – 17th May 2021

Finalists and Winners notified of their success – 31st May 2021

Public announcement of Winners – 30th September 2021

Categories

The submission process for The WealthTechAsia Awards 2021 is now unfortunately closed.

For any questions, please contact rachel.fokes@clearviewpublishing.com

About our Sponsors

Category Sponsors

Winners

General WealthTech Categories (Pan-Asia)

 

Overall Asia WealthTech Provider

Avaloq

Lu International – Highly Commended

IMTF Banking Software – Highly Commended

 

Onboarding product

IMTF Banking Software Pte. Ltd

Contemi Solutions – Highly Commended

TrustQuay – Highly Commended

 

Client Lifecycle Management

IMTF Banking Software

 

CRM Provider

InvestCloud

WIZE by TeamWork Highly Commended

 

Transaction Processing Solution

Avaloq

ERI Banking Software – Highly Commended

 

Portfolio Management

Charles River

 

Investment Platform

UBS

Moonfare – Highly Commended

 

Innovative Solution

WIZE by TeamWork

UBS Partner – Highly Commended

KlarityRisk – Highly Commended

Symphony Highly Commended

 

Structured Products Solution

Vestr

 

Suitability

NICE Actimize

 

Front Office Solution

Bank Julius Baer

InvestCloud – Highly Commended

 

 

Data Provider

FactSet

 

Risk Monitoring and Management

KlarityRisk

 

Client Reporting

Fundcount

Factset – Highly Commended

 

Core Banking Software

ERI Banking Software

Bank Julius Baer – Highly Commended

 

Family Office Solution

FundCount

 

Robo Product or Platform

Valuefy

 

EAM Platform

Valuefy

 

Artificial Intelligence (AI) Application

Avaloq

 

Newcomer/Start-up

BITE Investments

 

Client Communication Solution or Tool

Contemi Solutions

 

Digital Offering

Moonfare

Valuefy – Highly Commended

 

Client Accounting

FundCount

 

RegTech & Compliance Categories (Pan-Asia)

Innovative Compliance/RegTech Product

Apiax

 

KYC Product

IMTF Banking Software

KlarityRisk – Highly Commended

 

Regulatory Reporting

Kaizen Reporting

 

Individual & Leadership WealthTech Categories (Pan-Asia)

Growth/Business Development Strategy/Acquisition

WIZE by TeamWork

Symphony – Highly Commended 

 

Regional Management Team/CEO

Contemi Solutions

 

Innovator of the Year

Additiv AG

 

Leading Individual

Lakshey Gangwani

 

General WealthTech Categories-Australasia

Overall WealthTech Provider

CREALOGIX

 

Innovative Client Solution

TrustQuay

 

Commended and Winner Videos

Category Sponsors