Award Recognizes and Reinforces WealthTouch’s Leadership in the Global Consolidated Wealth Reporting Space
DENVER–(BUSINESS WIRE)–September 3, 2014–
WealthTouch Holdings, Inc. (“WealthTouch”), the global leader in consolidated investment and total wealth reporting services to high net worth family offices, RIA’s, and private banks, today announced it has received the 2014 ACQ Global Award for International Niche Technology Provider of the Year (Investment Reporting).
“We are excited to have an organization of ACQ’s caliber recognize the contribution WealthTouch continues to make towards improving the functional and social dimensions of complex, global investment reporting. This award reinforces our reputation as market leaders in this space and we appreciate the recognition it provides us,” said Craig Pearson, President. “We remain focused on driving digital engagement so that wealthy families around the world are fully empowered with the critical information they need to exercise greater control and oversight over their wealth.”
WealthTouch’s multi-asset, multi-custodial performance reporting platform is at the core of the Company’s award-winning total wealth reporting service. The state-of-the-art, highly interactive technology platform seamlessly consolidates both investment and expense data across all instrument classes and account structures in order to simplify and streamline the inherent complexity of high net worth individuals’ finances. With one touch, users can quickly answer a range of critical questions about every aspect of their portfolio, from total net worth and asset allocation to activity, risk, and manager performance. As a result, both families and their advisors are able to make better, faster financial decisions.
Since 2008, the ACQ Global Awards have been celebrating achievement, innovation and best practices in their annual awards. “Exceptional individuals, teams and firms across the marketplace represent the very best in their field from around the world and truly deserve the accolade of being an ACQ Award winner,” said Jake Robson, Editor-in-Chief of ACQ. “All category winners are, in effect, a brand. In one sense, perhaps the most important sense, a brand is a promise. You know what you’re going to get with a well-branded product or service. It takes a lot of time, money and very hard work to build and maintain great brands, brands that can speak volumes in just a few syllables. It’s shorthand for what you are.”
About WealthTouch Holdings, Inc.
For over thirteen years WealthTouch has remained the trusted platform sophisticated investors and wealth advisors rely upon to make better faster more informed decisions regarding their wealth. Serving several hundred of the most complex family offices, spanning seven countries and five of the top seven global private banks, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of consolidated wealth reporting solutions. The company aggregates and reconciles complex, multi-faceted financial data from thousands of different sources and transforms it into clear, concise, highly accurate reporting, which provides advisors and clients a powerful decision-making tool and true portfolio intelligence. WealthTouch’s secure, web-based technology platform enables clients to report across all asset classes, custodians and currencies to create an unbiased and independent view of a family’s complete wealth picture.
For more information, please visit: http://www.wealthtouch.com.
About ACQ Magazine
ACQ (Acquisition Finance) is the leading M&A magazine read exclusively by senior executives holding power and authority at major organizations. The magazine is intended for CEOs & CFOs as well as other corporate finance and private equity executives from all corners of the globe who select and authorize the purchase of products and services.
For more information, please visit: http://www.acqmagazine.com.
WealthTouch Holdings, Inc.
Craig Pearson, +1 303-831-3839