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BISA Technology Innovation Award Past Recipients
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The following companies were recognized for their commitment to advancements in technology-based solutions for the industry:
 

2019 Recipients

Allego Allego Sales Learning and Coaching Platform
BBVA Investment Services Investment Services Digital Platform
BNY Mellon's Pershing NetXInvestor® Wealth View
CANNEX Financial Exchanges CANNEX VA Benefit Analysis and CANNEX FIA Benefit Analysis
Cetera Financial Institutions My Advice Architect
CommunityAmerica Financial Solutions DASH360
Copytalk Copytalker™
CUSO Financial Services and Sorrento Pacific Financial MPV Client Portal
Envestnet Envestnet's One Wealth
Insurance Technologies FireLight® Sales Platform – FireLight Embedded
Kehrer Bielan Research & Consulting Program Manager Compensation Calculator
LPL Financial Guided Wealth Portfolios
Luma Financial Technologies Product Creation Tool
MoneyGuide, Created by PIEtech® MoneyGuidePro® Income Planning
Raymond James Portfolio Management
Scivantage Wealthsqope Digital Developer (WSDD)
Trinlogix 3D Insurance Visualizer
Vantis Life Insurance Company Vantis Velocity Multi-Product Accelerated Life Insurance Platform
Wealth2k HumanRobo for Licensed Bankers

 

2018 Recipients

BNY Mellon's Albridge 
Cetera Financial Institutions Covr Insurance Portal, My Advice Architect & Decipher
CopyTalk Voice to Dashboard Integration
CUSO Financial Services fundVISION
Envestnet Integrated Investment Management Platform
Kehrer Bielan Research & Consulting Kehrer Bielan Advisor Coverage Toolkit
LPL Financial ClientWorks
Navian Capital Product Life Cycle Tools
Pershing Pershing's Managed Investments Technology Platform
PIEtech, Inc myMoneyGuide Lite, MoneyGuidePro Discovery Lab, bliss, The Retirement Compatibility Game & Financial Freedom
Raymond James Product Catalog
Scivantage Wealthsqope Skill for Amazon Alex
Trinlogix Call to Action Line 
Vestmark HumanRobo for Licensed Bankers

 

2017 Recipients

Cetera Financial Institutions DOL DynamIQs and Cetera Fastpath
CopyTalk Transcription Service SaaS
CUSO Financial Services MyPortfolioView Mobile App
Envestnet Wealth Management Platform
Kehrer Bielan Research & Consulting DoL Revenue Impact Calculator
Navian Capital Enhanced Client & Sustainability Tools
Pershing NetX360 API Store and PDF Capture
PIEtech, Inc MoneyGuidePro: G4; myMoneyGuide; and Best Interest Scout
Raymond James Advisor Mobile App
Trinlogix Interaction Reporting & e-Signature Compliance Tool
Vestmark VestmarkONE Robo Solution

 

2016 Recipients

AnnuityRateWatch Database and Rider Quoting 
Cetera Financial Institutions' Broadridge Mobile Solution, RightBRIDGE, and Pentameter
CUNA Mutual Group iDIA (Individually Design your Income Annuity)
CUSO Financial Services/Sorrento Pacific Financial's SendMyDocs
Envestnet's Unified Managed Platform
Goldman Sachs' SIMON 
Navian Capital's Navian.Exchange 
Pershing, A BNY Mellon Company, NEtXInvestor, NetX360 Mobile, and Managed360 
PIEtech, Inc./MoneyGuidePro's myMoneyGuide and Healthcare Smart Goal 
Raymond James' Client Reporting 
Securities America's New Business Solutions (NBS)
Trinlogix, LLC's 3D Display & The Cube
Vantis Life Insurance Company's Agent Web 2.0
Vestmark, Inc.'s VestmarkONE - Proposal Generation Module

 

2015 Recipients

CD Funding's Web Application for Structured Products and Annuities
Cetera Financial Instututions' DataPak
CUSO Financial Services, LP/Sorrento Pacific Financial, LLC's BuildMyProfile
Essex National Securities' ENSInet Mutual Fund Brokerage Account Opening System and ENSInet Mobile Rep
Invest Financial Corp's Advisor Dashboard
Pershing LLC, a BNY Mellon company's NetXInvestor and NetX360
Raymond James' Account Aggregation
Wealth2K's Income for Life Model

 

2014 Recipients

Brokers' Service Marketing Group II, LLC's tioTerm
Cetera Financial Institutions' SmartWorks Adviser
CUNA Mutual Group's MEMBERS® Zone Annuity
CUSO Financial Services, LP/Sorrent Pacific Financial, LLC's Mobile Scanning App
LPL Financial's Program Growth Model 
Nationwide Financial's Social Security Tool
Raymond James Financial Services' Client Center
Scivantage's Investor Mobile
Vestmark's VestmarkOne Advisor
 

2013 Recipients

Essex National Securities' ENSInet System  
National Financial's Streetscape® Brokerage Platform
Nationwide Financial's Health Care Cost Assessment  
Prudential's MyTerm by Phone  
Raymond James' Goal Planning and Monitoring
Securities America's Dashboard 2.0

 

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