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Foreside Crowned Best Compliance Technology at The FWR Awards 2021

May 10, 2021

best compliance technology

 

May 10, 2021 – Foreside Financial Group, LLC, a leading provider of governance, risk management, and compliance consulting and technology solutions servicing the North American family office and family wealth management industry, has been crowned ‘Best Compliance Technology’ for its suite of technology-based compliance solutions, at the 8th Family Wealth Report Awards.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America. The judging panel, composed of industry experts from family offices, private banks, trusted advisors, consultants, and other service providers, has selected winners on the basis of qualitative benchmarks with quantitative metrics to support. Additionally, they highlighted the resilience and remarkable customer care the winning firms have demonstrated during 2020.

Commenting on the firm’s triumph, Mark Alcaide, Senior Managing Director, Foreside said: “We are delighted to have been voted the winner of this prestigious award by so many in the industry.  It is a great honor to be recognized in these awards, and a testament to the hard work that the team has put in over the last 12 months.  Everyone has pulled together to ensure we continue to deliver the highest level of service to our clients, while utilizing compliance technology whenever possible.”

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners and commended firms and individuals.  He said: “The firms and individuals 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 solely on quantitative performance metrics.  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.

About Foreside Financial Group

Foreside delivers comprehensive advice and best-in-class technology solutions to clients in the global asset and wealth management industries. Foreside distributes more than $1 trillion* of product through their 17 limited purpose broker-dealers. For 15 years, Foreside’s suite of services and platform-based model have helped automate and simplify compliance and marketing for clients. Foreside works with pooled investment products, investment advisors, broker-dealers, global asset managers, and other financial institutions.

By harnessing state-of-the-art technology, Foreside helps firms address and shape today’s regulatory environment, drive operational efficiency and growth, and focus on value-adding work. Foreside is headquartered in Portland, Maine, with numerous regional offices, including New York and Boston. For more information on Foreside’s suite of services, please visit www.foreside.com.

*as of 1/1/2021

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris twenty years ago, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the Family Wealth Report and WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership awards and events program.