Research.net Powered Online Survey

Wealth management technology is transforming the financial services landscape, helping advisors enhance their practices and deliver greater value to clients. Wealth Professional is now gathering insights to spotlight the platforms and providers making the biggest impact across the industry.

We want to hear from you!

Take a few minutes to share your input for the 5-Star Wealth Tech Providers 2026.

The results will be revealed in April in Wealth Professional’s online edition and e-newsletter.

Entries close Friday, November 28.

If you have any questions, please email aly.balatbat@keymedia.com

Editor's note: Clarity on WP awards and ranking lists
AUM, revenue, and sales activity are no longer criteria considered for any WP special reports and awards, advisor recognition, or industry recognition. AUM, revenue, and sales activity are the only stated focuses of the recent regulatory push and are not factors in any awards or recognition given by this publication.

See the full editor's note here: https://www.wealthprofessional.ca/news/industry-news/editors-note-clarity-on-wp-awards-and-ranking-lists/381453

Question Title

* 1. What is the name of your organization and/or product?

Organization

Product

Website

Question Title

* 2. Has this product or technology been introduced to the market within the last 24 months?

Yes

Specify in number of months:

Question Title

* 3. Your details:

Name:

Job title:

Company:

Email address:

Phone number:

Province:

Product URL:

Question Title

* 4. What solutions does your organization provide to financial advisors or the wealth management industry?

Financial planning software

Digital marketing

Portfolio management

Back office support (compliance software, risk management, etc.)

Behaviour assessment

Financial tools or dashboards

Client data gathering

Compliance software

Client file sharing

CRM

Education for advisors

Investment data/analytics

Online wills

Risk tolerance

Specialized planning (estate, retirement, CPP and others)

Stress testing

Others

Please specify if you have selected Others

Please provide relevant information regarding each of the following:

Question Title

* 5. Business/product overview (max. 500 words).

Question Title

* 6. Value proposition/point of difference (max 500 words).

Question Title

* 7. Statistics on sales/client growth for the last 12 months (max 250 words).

Question Title

* 8. Client testimonials and any other relevant information/accolades in the past 12 months.

50% of survey complete.