CBXmarket is thrilled to be named a finalist in the 2019 WealthManagement.com Industry Awards!
The event, now in its fifth year, celebrates achievements related to the financial advisory industry.
CBXmarket has been shortlisted for the Technology Providers: Innovation Platform category. The prize recognizes new technology and augmentations to existing platforms that facilitate “advisors’ ability to move the industry forward, help advisors better run their businesses and enhance service to their clients,” according to the organization.
OASIS, our cloud-based portfolio management software, set us apart among 250+ organizations nominated for this year’s awards. This spring, we expanded the platform to include a rules-compliant optimization module that enhances investment outcomes and allocation decisions by proposing best-fit trades for portfolio construction and rebalancing.
We are grateful for the continued support of our clients and remain committed to creating product offerings that enable investment teams to unlock their fullest potential.
Winners will be selected by a panel of judges and announced at a gala at the Ziegfeld Ballroom in New York City on September 12, 2019.
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