April 12, 2024

leafplanner Recognized as Finalist in Two Categories at the 11th Annual Family Wealth Report Awards


leafplanner Recognized as Finalist in Two Prestigious Categories at the 11th Annual Family Wealth Report Awards

We are thrilled to announce that leafplanner has been selected as a finalist in two distinguished categories at the upcoming 11th Annual Family Wealth Report Awards. Continuing our tradition of excellence, this marks the third consecutive year that leafplanner has achieved finalist status, further cementing our reputation as a leader in WealthTech innovation.

This year, leafplanner is being recognized in the Client-Facing Digital Platform category, highlighting our commitment to providing cutting-edge technology solutions that enhance the engagement, education, and empowerment of families of wealth. Our platform's intuitive design and comprehensive capabilities enable families and their advisors to seamlessly manage the nuanced information surrounding wealth, fostering a more informed and proactive approach to family decision making.

In addition, leafplanner has been named a finalist in the Concierge/Specialist Service Firm category. This nomination reflects our specialized approach in delivering exceptional service and support to our clients. By addressing unique needs and providing bespoke services, we help families navigate the complexities of wealth management with ease and confidence.

Following our previous win in the Client Driven Innovation (B2C) category last year, these nominations underscore our ongoing commitment to innovation and excellence. We are proud to be recognized by the Family Wealth Report Awards, a testament to our team's hard work and dedication to revolutionizing the way families interact with their wealth.

The winners will be announced at a ceremony on May 2nd. We eagerly look forward to the event and wish to extend our congratulations to all the finalists across various categories. It is an honor to be acknowledged among such distinguished companies and professionals who are all making significant impacts in the wealth tech and wealth management industries.

Stay tuned for more updates and thank you for your continued support as we strive to serve our clients with unparalleled technology solutions and services.

For more information about leafplanner and our offerings, please schedule your personal introduction to leafplanner.

For details on the 11th Annual Family Wealth Report Awards and to view a list of all finalists, please visit Family Wealth Report Awards.

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