Tegra118 Wins Family Wealth Report Thought Leadership Award

March 26, 2020

Tegra118 Wins Family Wealth Report Thought Leadership Award

March 26, 2020

WARREN, N.J.–(BUSINESS WIRE)–Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions and a Motive Partners Company, announced that it received a Family Wealth Report Award on Wednesday, March 18th for Outstanding Contribution to Wealth Management Thought Leadership among technology companies.

“Tegra118 is deeply appreciative of Family Wealth Report’s recognition of our thought leadership contributions,” said Cheryl Nash, Chief Executive Officer, Tegra118. “Our daily engagement with clients, the industry and other influencers connects our Tegra118 team to the trends, challenges and social and environmental causes that inspire us to think, write and talk about important topics and issues where we believe consideration—and action—should be taken.”

“We are excited to build on the thought leadership accomplishments of the Tegra118 team,” said Alvi Abuaf, Industry Partner, Motive Partners. “As we continue to prioritize close collaboration with our clients, we will provide the essential investment to drive innovation and deepen our thought leadership presence.”

Now in its seventh year, the Family Wealth Report Awards showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities. The awards were designed to recognize companies, teams and individuals that a prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.

“The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics,“ said Stephen Harris, of ClearView Financial Media and Publisher of Family Wealth Report. “That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”

Tegra118 is a market leader in providing innovative wealth management technology solutions. Together with our clients, we are building the future of wealth management technology.

News - June 11, 2020

Tegra118 Acquires Retirement Planning Fintech RetireUp

RetireUp enables dynamic client-advisor interactions on retirement income, bringing exciting new capabilities to Tegra118’s front office solution set.

News - March 12, 2020

Tegra118 Wins BISA’s Technology Innovation Award

WARREN, N.J.–(BUSINESS WIRE)–Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions, announced it received the 2020 Bank Insurance & Securities Association (BISA) Technology Innovation Award for its managed account technology and front-office financial planning and advice platform. The award recognizes leadership in the advancement of the financial services industry’s products, services and platforms through technology innovation.

News - February 19, 2020

After Fiserv sale, Cheryl Nash’s team rebrands as Tegra118

Source: Investment News