2019 Champion: Holistiplan
Holistiplan’s software, designed to provide advisors with end-to-end tax planning, eliminates data entry, allowing advisors to upload their clients’ tax returns to receive a client-ready report and pre-populated tax projection tool. Founded on the belief that tax planning should be an integral part of any advisor’s tech stack, Holistiplan is dedicated to making tax planning software faster and better for the advisor and the end client.
2018 Champion: Approach
Approach offers prospecting and client onboarding for the next generation of advisors committed to giving comprehensive financial advice. It’s built for advisors, with a superior client experience in mind and with the belief that the future of advice is unique to each firm. Approach provides the flexibility for advisors to build their technology around their unique needs. Adding Approach to any website modernizes and simplifies prospecting and client generation. With Approach, advisors can interact with and convert prospects, qualify leads, and measure engagement throughout the onboarding process. Approach integrates with the technology advisors already use, and offers a customized tech solution to traditional prospecting.
This technology gives advisors the ability to share personalized onboarding processes with prospects by embedding a lead generation tool on any website. Advisors can design their onboarding experience around their current processes and brand it to their firm. With Approach, advisors get a dashboard and measurables showing where their prospects are in their processes at any given time. This tailored tech solutions allows advisors to modernize and simplify the client experience and communication.
2017 Champion: Vestwell
Vestwell is a digital retirement platform for financial advisors and their clients that combines the best parts of automated investing with a human touch. Removing the friction points of confusion, cost and compliance overhead that come with traditional retirement plans, Vestwell allows for seamless plan design, automated onboarding, and low-cost investment strategies, making it easier for financial advisors and employers to offer a retirement plan. With flexible, bundled or unbundled investment and fiduciary services, Vestwell enables financial advisors to deliver white-gloved retirement solutions to their plan sponsor clients while promoting their brand. Modern dashboards that support the ability to drill down to the participant level, Vestwell enables financial advisors to deliver holistic advice and discover hidden opportunities to increase assets under management. Vestwell becomes an extension of the financial advisor’s services, acting in everyone’s best interests while scaling through technology and allowing financial advisors to focus on clients
2016 Champion: Snappy Kraken
Founded by financial marketing technologists Robert Sofia, Bradley DeLoatche, and Angel Gonzalez, Snappy Kraken developed a marketing technology platform for financial advisors that provides a single source for personalizing, deploying, managing, and tracking a suite of ready-made marketing campaigns and business processes