Wealth Management’s AdvicePathSM named a CIO 100 Award winner

AdvicePathSM, BNY Mellon Wealth Management’s proprietary goals-based planning tool, was named a CIO 100 Award winner for 2021.

AdvicePathSM, BNY Mellon Wealth Management’s proprietary goals-based planning tool, was named a CIO 100 Award winner for 2021. The CIO 100 award recognizes 100 technology teams across industries that are driving growth through digital transformation. 

AdvicePathSM was launched in 2019 and significantly enhanced in 2020 based on feedback from employees and clients. Its purpose is to support BNY Mellon Wealth Management’s five-practice Active Wealth framework: invest, borrow, spend, manage and protect. The client-friendly report provides a way for advisors to engage and inform clients and prospects. AdvicePathSM is available for all financial advisors on their browsers. 

The award recipients were announced on March 22, with an awards ceremony planned for August 2021 during the CIO 100 Symposium & Awards Ceremony. Attendees include 300 CIOs and Senior IT executives.

 Learn more about the CIO 100 Awards here.