Stockholm (NordSIP) – Formue, a leading Scandinavian wealth management firm, received the “Best Innovation in Client Portal” award from Datos Insight at the Impact Awards. The company received the honor at the Wealth Management Forum in New York, beating out global financial powerhouses like Morgan Stanley and Bank of America Merrill in the category.
The Impact Awards celebrate innovation in finance and wealth management, recognising companies that develop technology-driven solutions that benefit clients, advisors, and the overall organisation.
Formue’s CEO, Christian Dahl, emphasised the company’s commitment to combining personalised advice with cutting-edge technology. “Formue is a pioneer in wealth management in Scandinavia,” said Dahl. “We stand out by delivering award-winning personal advice in combination with world-class technological solutions, which the award from Datos Insight is a confirmation of.”
The award-winning client portal is designed to support personalised advice from the initial client meeting, ensuring consistent and high-quality service tailored to individual needs. Formue believes technology should enhance, not replace, the human element of wealth management.
Will Trout, Director of Securities and Investments at Datos Insights, highlighted Formue’s unique approach. “Formue’s systematised processes ensure that portfolio construction and advice are based on the client’s profile and goals – not on individual advisors’ preferences,” Trout stated. He added that this objective and customer-centric approach positions Formue as a leader in the wealth management sector.
Winners were selected by a panel of industry experts based on factors such as innovation and differentiation from competitors. Formue’s win underscores its dedication to providing clients with a superior wealth management experience through technology and personalised service.
Stockholm (NordSIP) – Formue, a leading Scandinavian wealth management firm, received the “Best Innovation in Client Portal” award from Datos Insight at the Impact Awards. The company received the honor at the Wealth Management Forum in New York, beating out global financial powerhouses like Morgan Stanley and Bank of America Merrill in the category.
The Impact Awards celebrate innovation in finance and wealth management, recognising companies that develop technology-driven solutions that benefit clients, advisors, and the overall organisation.
Formue’s CEO, Christian Dahl, emphasised the company’s commitment to combining personalised advice with cutting-edge technology. “Formue is a pioneer in wealth management in Scandinavia,” said Dahl. “We stand out by delivering award-winning personal advice in combination with world-class technological solutions, which the award from Datos Insight is a confirmation of.”
The award-winning client portal is designed to support personalised advice from the initial client meeting, ensuring consistent and high-quality service tailored to individual needs. Formue believes technology should enhance, not replace, the human element of wealth management.
Will Trout, Director of Securities and Investments at Datos Insights, highlighted Formue’s unique approach. “Formue’s systematised processes ensure that portfolio construction and advice are based on the client’s profile and goals – not on individual advisors’ preferences,” Trout stated. He added that this objective and customer-centric approach positions Formue as a leader in the wealth management sector.
Winners were selected by a panel of industry experts based on factors such as innovation and differentiation from competitors. Formue’s win underscores its dedication to providing clients with a superior wealth management experience through technology and personalised service.
