BaseVenture shortlisted for two 2018 Family Wealth Report Awards

We are proud to announce that BaseVenture has been shortlisted for two Family Wealth Report Awards in 2018!  We are finalists in the “Client Communications” and “Onboarding” categories.

Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have “demonstrated innovation and excellence during 2017.”

Commenting on the shortlisting, John Pizzi, CEO, BaseVenture said, “We are delighted to have been shortlisted for this prestigious award. It is a great honor to be recognized as a finalist across two separate categories, and this is testament to the hard work of our team and the leadership position we have taken in the Alternative Investment industry.”

ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said, “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartfelt congratulations. These awards are 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 quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will 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. Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.”

Winners will be announced at a gala awards dinner which will be held in New York City on March 8, 2018.

You can find the full listing of awards and shortlisted finalists here by navigating to the “Finalists” tab.

By | 2018-05-11T19:45:26+00:00 February 12th, 2018|Categories: Company News|

About the Author:

Chris Andraca is the Head of Operations at BaseVenture, with responsibility over Sales, Marketing and Client Services. BaseVenture is an award-winning software company that is helping the alternative investment industry simplify & modernize how private funds are managed and administered. Prior to BaseVenture, Chris established and led the Mobile Account Management team at mFoundry, which grew to become the leading technology provider in the mobile banking & payments space. Chris continued in that capacity when mFoundry was acquired by FIS in 2013.