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HeyAdvisor is delighted to announce its inclusion in the prestigious 2024 WPC Top 25 WealthTech Providers, a comprehensive roundup that highlights the best in the industry.
As an impartial authority in the wealth sector, Wealth Professional Canada conducted an exhaustive research study to identify and showcase the industry's top performers. In this thorough assessment, HeyAdvisor has emerged as one of the distinguished contributors to the industry.
Wealth Professional Canada’s 30+ strong Intelligence Unit determined the winners by following a rigorous process, which included interviewing objective industry professionals, conducting extensive research. The winners are those who matched the exacting Top 25 WealthTech criteria. HeyAdvisor takes immense pride in being acknowledged as one of the industry's finest within the wealth domain.
"We are proud to stand alongside some amazing WealthTech companies. Thank you to all the financial advisors, industry experts and mentors who have supported our journey this far." says HeyAdvisor COO, Sammy Claydon
Chris Sweeney, Managing Editor for Special Reports at Wealth Professional Canada, shared his insights on the selection process, stating, “HeyAdvisor are worthy winners for their ingenuity and ability to deliver a much-needed solution which enables industry professionals to operate more efficiently. They are part of a talented cohort pushing the envelope and setting new standards.”
This recognition underscores HeyAdvisor’ dedication to industry excellence and its continued commitment to delivering exceptional results.
HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most.
Wealth Professional invited technology service providers from around Canada to submit nominations, detailing the problems or pain points their offering is designed to solve or relieve for wealth management professionals and how their solution differs from that offered by competitors.
The WP team objectively assessed each entry for detailed information, true innovation and proven success – along with benchmarking against the other entries – to determine the Top 25 Wealth Tech Providers.
Read more and see the list of winners here.
HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.
