Taking place at the Viceroy Hotel in Chicago on May 25th, the Digital Wealth Summit gathered over 35 leading online brokerage and wealth brands across North America. Hosted by Trading Central, the event provided the opportunity for senior leaders to decompress the latest research and share experiences to move the industry forward in the best interest of today’s self-directed investors.
Following a day of insightful discussions, keynotes and panes, the award ceremony closed the business session and honored the brands making strides in key themes associated with positive investor experiences.
Powered by Refinitiv, winners were determined in advance. The full North American market was scanned for key platform functionality and weighed against a transparent set of criteria by an independent panel of judges. This panel included:
Below are the 2023 winners and runner ups across each category:
One-Stop-Shop Platform: Awarded to a brokerage providing investors an immersive financial experience within one platform.
Best ESG Investing: Facilitating success through diverse asset selection, high-quality research and supportive education.
Best for Active Trader: Supporting traders through efficient order entry, charting and research, customer support & more.
Most Supportive Experiences: Supporting customers with approachable onboarding, meaningful outreach and access to support.
Best for New Investors: Paving the path through supportive onboarding, education and intuitive functionality.
Best Personalized Experience: Supporting tailored experiences through goal-setting, product features, meaningful nudges and customizability.
Investor's Choice: Powered by Benzinga pubic voting
Recently rebranded from the Online Broker Summit, this is Trading Central’s 13th edition of the event - creating a welcoming environment to interact with like-minded professionals and connect with industry peers.
Congratulations to the winners!
More about the Digital Wealth Summit: https://www.digitalwealthevents.com/
More about Trading Central:
Trading Central has been supporting investment decisions through the world's most admired brokerage and wealth tech brands since 1999. As a one-stop shop for quality financial research, we offer a diverse analytical scope, unique fusion of AI and analyst expertise, and 24H multi-asset global coverage all rolled into beautiful user interfaces. Learn about our award-winning, embeddable research solutions: www.tradingcentral.com