The FINANCIAL — Bank of America Merrill Lynch was awarded best technology among large firms1 for Merrill Lynch One at the inaugural WealthManagement.com Industry Awards recently held in New York City.
“We’re pleased to be recognized for our innovation in simplifying and improving the client experience,” said Keith Glenfield, managing director and head of Managed Solutions at Bank of America Merrill Lynch. “We remain focused on providing clients access to advice and solutions aligned with their personal financial goals.”
The Merrill Lynch One platform is part of the Bank of America Merrill Lynch commitment to providing innovative solutions, enabling our advisors to deliver goals-based wealth management solutions and help clients achieve the outcomes that matter most to them, according to Bank of America.
“Providing advisors the tools they need to help clients achieve their financial goals is our top priority,” said Sal Cucchiara, head of Investment and Banking Solutions Technology at Bank of America. “The Merrill Lynch One investment advisory solution is a prime example of how we’re delivering for clients every day.”
The WealthManagement.com Industry Awards honor outstanding achievements by companies and organizations that support financial advisor success. A panel of judges determined the 2015 award winners based on quantitative measures of their initiatives – such as scope, scale, adoption and feature set – along with quantitative measures such as innovation, creativity and new methods of delivery.