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Vanare Recognized for Portfolio Management Excellence

NEW YORK, March 21, 2016 – 

Vanare, the only firm to combine private-label robo advice with a full enterprise wealth management technology platform, has received the Portfolio Management Award by Family Wealth Report in the Wealth Management Technology category. Winners in all categories were announced at the gala awards dinner, held on March 10, 2016 at the Mandarin Oriental in New York City.

Showcasing “best of breed” providers in the global wealth management, trusted advisor and private banking communities, the Family Wealth Report Awards recognize companies, teams and individuals across North America who have demonstrated innovation and excellence in 2015, as determined by a prestigious panel of judges with deep expertise in these fields.

Judges commented, it was Vanare’s “breadth, depth and ease of use of the system offered by their platform that inspired us.”

“Vanare’s portfolio management platform has attracted widespread praise for its ability to serve both traditional and roboadvisor clients with one seamless, integrated platform,” said Vanare Founder and CEO Rich Cancro. “A focus on innovation and a high quality user experience is at the core of our DNA. Vanare empowers financial firms and their advisors to service existing high net worth client assets, as well as positioning advisors for the ongoing $30 trillion intergenerational wealth transfer to Millennials. Advisors consistently tell us how easy and intuitive the software is for their advisors, clients and operations teams – helping manage investments, deliver advice, and onboard new clients at scale.”

Commenting on the firm’s accolades, Vanare COO Lex Sokolin said, “We are delighted to be recognized by Family Wealth Report for our leading portfolio management solution. Vanare has been delivering on a consistent vision for the wealth management industry, one that helps both investors and advisors achieve better outcomes.”

“Increased digitization of advice and the associated focus on user experience and beautiful technology increases investor access to high quality portfolio management powered by our platform. Thoughtful and connected automation of workflows, such as account opening, trading, performance reporting and billing, helps advisors serve more clients, connect with the next generation, and meaningfully grow enterprise value,” said Sokolin.

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.


Vanare’s wealth management platform has also been identified as a nominee for the Benzinga FinTech Awards 2016, showcasing companies with the most impressive technology, who are paving the future in financial services and capital markets. Those awards will be presented on May 24 at the Fintech Awards Gala and Expo in New York City.


Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution, which seamlessly includes a customizable roboadvisor option along with prospect and client management including client reporting, and flexibility across workflows, data and usability. With Vanare | NestEgg, independent advisors can build client relationships through both traditional face-to-face advice, as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the investment advisor community. To learn more, visit www.vanare.com and follow @vanareplatform on Twitter.


ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events program.

With teams based in London, Singapore, Switzerland, South Africa and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector.


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