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Technology Innovation Award



The BISA Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry.

The BISA Technology Innovation Award recipients are featured throughout the BISA Annual Convention in March of each year, including signage at their exhibit booth and recognition during the Award Presentation. In addition, award recipients are promoted in editorial coverage in various BISA communications, including BISA Magazine, and our weekly online publication, OneSource.

Candidacy for the BISA Technology Innovation Award is open to BISA Leadership members, as well as our Associate and Associate Plus members. To learn more about the previous classes of recipients, please click here.

Congratulations to the 2017 Technology Innovation Award Winners

Cetera Financial Institutions'DOL DynamIQs and Cetera Fastpath
CopyTalk'sTranscription Service SaaS
CUSO Financial Services'MyPortfolioView Mobile App
Envestnet'sWealth Management Platform
Kehrer Bielan Research & Consulting'sDoL Revenue Impact Calculator
Navian Capital'sEnhanced Client & Sustainability Tools
Pershing'sNetX360 API Store and PDF Capture
PIEtech, Inc'sMoneyGuidePro: G4; myMoneyGuide; and Best Interest Scout
Raymond JamesAdvisor Mobile App
TrinlogixInteraction Reporting & e-Signature Compliance Tool
Vestmark'sVestmarkONE Robo Solution


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