Tegra118 Wins Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership

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[March 26, 2020]


Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions and a Motive Partners Company, announced that it received a Family Wealth Report Award on Wednesday, March 18th for Outstanding Contribution to Wealth Management Thought Leadership among technology companies.

“Tegra118 is deeply appreciative of Family Wealth Report’s recognition of our thought leadership contributions,” said Cheryl Nash, Chief Executive Officer, Tegra118. “Our daily engagement with clients, the industry and other influencers connects our Tegra118 team to the trends, challenges and social and environmental causes that inspire us to think, write and talk about important topics and issues where we believe consideration-and action-should be taken.”

“We are excited to build on the thought leadership accomplishments of the Tegra188 team,” said Alvi Abuaf (NewsAlert), Industry Partner, Motive Partners. “As we continue to prioritize close collaboration with our clients, we will provide the essential investment to drive innovation and deepen our thought leadership presence.”

Now in its seventh year, the Family Wealth Report Awards showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities. The awards were deigned to recognize companies, teams and individuals that a prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.

“The firms 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 quantitative performance metrics,” said Stephen Harris, of ClearView Financial Media and Publisher of Family Wealth Report. “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.”

Tegra118 is a market leader in providing innovative wealth management technology solutions. Together with our clients, we are building the future of wealth management technology. Learn more at www.tegra118.com.

About Tegra118

Tegra118 is an industry leading provider of software solutions to the wealth and asset management industry with a vast network of broker-dealers, asset managers, and custodians and trading interfaces. Its Unified Wealth Platform is one of few scaled wealth technology platforms providing portfolio management, trading, accounting, rebalancing and reporting for managed accounts. Tegra118 also provides modular, goals-based financial planning and fee billing software for financial advisors using modern API-based open technology. Tegra118 is committed to delivering powerful solutions that set a new standard for how people interact with, manage, and grow their wealth.

Tegra118 is a portfolio company of Motive Partners, a next-generation investment firm focused on technology enabled companies that power the financial services industry. For more information, please visit www.tegra118.com.

About ClearView Financial Media

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, 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 group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme. For more information about ClearView Financial Media, please visit https://clearviewpublishing.com/.

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