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Long-term Client Prospera Financial Receives 2019 Industry Award for Its Latest Technology

We have worked with Prospera Financial Services for over a decade and are proud to share that they were named a 2019 Industry Award winner in the Technology division for Broker-Dealers with under 1,000 advisors by, a leading digital resource for financial advisors.


Prospera won for its New Advisory Portfolio Modeling Tool which allows advisors to create an adjustable custom blend portfolio with numerous allocations and benchmarks. We collaborated with them to develop the tool to help advisors better serve their clients.


This is the third award Prospera has received for their award-winning technological innovations. In 2015, we partnered together with Prospera on their Launch Your Way practice transition system and Gold Standard Service initiatives which won in the Transition Support and Service categories for Broker-Dealers under 1,000 advisors, respectively. We are excited and energized by Prospera’s success, and we love it when our clients win!