To paraphrase Oscar Award Winner Sally Fields, “They like us! They really like us!”
Patrina is very pleased to announce that it has been selected as a 2016 WealthManagement.com Industry Award compliance finalist by a stellar roster of judges, including David Armstrong, Editor-in-Chief of WealthManagement.com; Darrin Courtney, Principal Executive Advisor in CEB’s Financial Services Practice; EFT Trends Editor and Publisher Tom Lydon; Craig D. Pfeiffer, Founder and CEO of Advisors Ahead LLC; Martine Lellis, CPA and CFP® and Chief Operating Officer for Sullivan, Bruyette, Speros & Blayney; among others.
Entering its second year, The WealthManagement.com Industry Award program is renown as the first of its kind to recognize excellence among vendors and suppliers serving the financial advisor community.
In acknowledging Patrina’s nomination as a finalist in the compliance technology category, Mark Opila underscored his firm’s appreciation, noting, “Patrina is honored to have been one of the select few in our sector to be so recognized, not only by our clients but by so many industry innovators.”
As a finalist, Patrina has been especially distinguished as a forerunner of innovation and leadership in support of financial advisor success, developing the products, service, and technology necessary to succeed in the field. Patrina was judged on the ability of its eight-module compliance suite (Patrina Compliance Suite) and data archiving solutions to enhance advisors’ ability to manage compliance requirements and mandates.
According to its organizers, the WealthManagement.com Industry Awards program is designed to recognize outstanding companies and organizations that support financial advisor success. Judged by a panel of judges made up of top names in the industry, the finalists and winners also were selected based on surveys of financial advisors across all advisory channels for their applied experiences with vendors.
“Being recognized as a finalist is a real home run acknowledgment for Patrina,” Opila noted. “Winning the award, which will be presented at the WealthManagement.com 2016 Industry Awards ceremony in New York City on September 29th will be the icing on the cake!”