Industry Recognition

#1 In Customer Satisfaction for portfolio management systems 2026

Software All Star for portfolio management systems and billing 2026

#1 In Customer Satisfaction for portfolio management systems 2025

Software All Star for portfolio management systems 2025

#1 In Customer Satisfaction for portfolio management systems 2024

#1 In Customer Satisfaction for portfolio management systems 2023

#1 In Customer Satisfaction for portfolio management systems 2022

#1 In Customer Satisfaction for portfolio management systems 2021

#1 In Customer Satisfaction for portfolio management systems 2020

#1 In Customer Satisfaction for portfolio management systems 2019

Finalist- 2026 : Business Support Systems and AI > Workflow Automation

WINNER- 2025 : Retirement Income Technology

Finalist- 2025 : Corporate Social Responsibility and Retirement Income Technology

Finalist- 2024 : Cash Optimization, Compliance, and Risk Tolerance / Client Profiling

Finalist- 2023 : Workflow Automation, Thought Leadership, Client Portals and Portfolio Management Accounting Performance Reporting.

Finalist- 2022 : Retirement Income, Business Support Systems - Workflow Automation.

WINNER- 2021: Corporate Social Responsibility.

Finalist- 2021 : Workflow Automation, Thought Leadership, Corporate Social Responsibility and Document Management.

Finalist-2020 : Portfolio Management Accounting and Performance Reporting, CTO of the year, Technology - Compliance, Technology - Cyber Security.

Finalist-2019 : Thought leadership for our Industry Content whitepaper series.

Best Value for performance reporting 2023

Runner Up Overall Satisfaction for performance reporting 2023