BaseVenture named finalist for 2018 Wealth Management.com Awards

BaseVenture has been named a finalist for the 2018 WealthManagement.com Awards! We are shortlisted in the “Technology Providers” category.

Now in its 4th year, the WealthManagement.com 2018 Industry Awards recognizes the companies and organizations that support financial advisor success. This industry award is in high demand, as evidenced by the nearly 500 nominations that were received from more than 300 companies in 2017.

BaseVenture was named a finalist in the “Technology Providers” category, and specifically for the best provider of “Portfolio Management, Accounting and Performance Reporting” award.

As stated by WealthManagement.com, “By recognizing outstanding achievement in the industry, the WealthManagement.com Industry awards will continue to inspire innovation and leadership among industry participants, creating an environment that will enable the industry to better support advisors in their roles as leaders to their clients and communities.” The judging process is a rigorous one conducted by a panel of 11 judges that span investment management, research, media and consulting backgrounds.

John Pizzi, CEO, BaseVenture said, “The WealthManagement.com awards is an industry award that we have had our eye on over the past few years, and we couldn’t be happier to be named a finalist in such an important category. We are always especially happy about being honored with an award that focuses on the impact that our cloud-based platform has had on the industry.”

Winners will be announced in New York City on September 13, 2018.

You can find the full listing of awards and finalists here.

By | 2018-07-09T20:10:12+00:00 July 9th, 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.