We Received Three WealthMangement.com Awards Nominations

We are excited to announce that AdvicePeriod was selected as a Finalist for three Industry Awards by WealthManagement.com:

Family Offices - Client Initiative

Our highly specialized CFO Services team got the nod for this category, offering in-house business management services to ultra-high net worth clients. We’ve added several people to our CFO Services team, which has since grown into our business management team, and we’ve implemented many automated policies and tech stacks which create efficiencies and drive costs down.

Disruptors - Industry

After successfully launching our Bill Pay service for clients, the business management team was recognized for saving clients time and money through the use of technology, including creating a digital vault that stores invoices and vendor receipts.

Individual RIA Firm Leaders - Innovator of the Year

Steve Lockshin, AdvicePeriod Co-founder and Principal, was individually nominated for Innovator of the Year. Lockshin was called out for his role in developing Vanilla, a platform to create efficiencies and identify estate tax reduction opportunities, originally built to service AdvicePeriod clients.

Congratulations to all of the fellow nominees. We look forward to tuning in to the Awards Ceremony in September.

 Stay tuned for more exciting announcements in the coming weeks.

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 Disclosures