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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:
 

2017 Recipients

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