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Foreside named a finalist for Compliance & Innovative Client Solution for the Eighth Annual Family Wealth Report Awards

March 15, 2021

 

Portland, Maine, March 15, 2021 — Foreside Financial Group, a leading provider of compliance and distribution solutions, is pleased to announce that our firm has been named a finalist in both the “Compliance” and “Innovative Client Solution” categories for The Eighth Annual Family Wealth Report Awards 2021. Each award focuses on our suite of compliance technology solutions for Wealth Managers. The winners will be announced on May 6, 2021.

The Annual Family Wealth Report Awards focuses on industry experts, products, and services for wealth managers and clients/institutions of all types and sizes.

“We are honored to be recognized for our work with Wealth Managers,” said Mark Alcaide, Senior Managing Director of Foreside’s consulting services team. “Foreside helps clients grow with regulatory confidence by providing dedicated consultants supported by our technology solutions. Our customized approach allows our clients to better focus on portfolio management and practice development while continuing to adhere to compliance best practices.”

Foreside provides best-in-class technology solutions and comprehensive advice to over 2,200 clients across the global institutional finance and asset management industry. We continue to stay dedicated to providing a robust platform of compliance solutions to our clients, all accessible via an expanded client portal, helping to improve the compliance function in vital areas.

 

About Foreside:

Foreside delivers best-in-class technology solutions and comprehensive advice to clients in the global asset management industry. We distribute more than $1 trillion1 of product through our 17 limited purpose broker-dealers. For 15 years, our suite of services and platform-based model have helped us automate and simplify compliance and distribution for clients. We work with global asset managers, investment advisors, broker-dealers, and other financial institutions.

By harnessing state-of-the-art technology, we help 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 those in New York and Boston. For more information on Foreside’s suite of services, please visit www.foreside.com.

1 as of January 1, 2021