TradingFront, an innovative technology and unified custodian solution for independent RIAs, announced that the company has been selected as a Finalist in two categories for the 2020 “Wealthies” – the yearly WealthManagement.com Industry Awards Event – by a judging panel of industry experts in a highly competitive review process.
Over 220 companies submitted over 625 nominations in this year’s Wealthies Award Program, and TradingFront has been shortlisted in the Client Onboarding and Client Portal categories. The 6th annual Wealthies recognize current initiatives across a broad range of individuals, companies and organizations whose work helps financial advisors build better practices and improves the quality of services for their clients.
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“We’re honored to be acknowledged along with other established, well-known Finalists and proud to be recognized with this prestigious distinction which coincides with the launch of TradingFront earlier this year,” said Yang Xu, CEO of TradingFront. “This industry-wide acknowledgment of the quality and impact of our investment in building out a unified technology platform validates our mission to provide advisors with the tools, resources and technology to simplify the lives of RIAs and their clients.”.
The TradingFront Finalist-selected entry for their Onboarding Module allows RIAs and their clients to easily submit a discretionary account online in minutes, through multiple-public channels, with or without customizable questionnaires – saving time, eliminating paperwork and allowing for control over the process, as well as a complete time-stamped compliance and an audit trail covering documents such as IMA, ADV, Form CRS and so on.
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