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Crystal Wealth Partners named as finalist in two national award categories

Announcements

The IMAP (Institute of Managed Account Professionals) Awards recognise excellence in the Australian managed accounts world, and the team at Crystal Wealth was delighted to be finalists in the 2021 awards, which were presented – via Zoom of course – last month.

For the fourth consecutive year we were one of four finalists in the Licensee Managed Account category, which this year was won by Morgan Stanley.

We were particularly pleased to be a finalist in the Innovation category for the Managed Account Solutions and GEMS system, which we launched this year.

GEMS is an innovative software solution that has been developed to provide highly flexible managed accounts services for licensees and advisers, and caters for a wide range of managed account solutions. It has been designed to manage what our clients want, rather than the business having to adapt to other providers’ platforms or managed account products.

“Being named as a finalist in any award is always a nice validation of the work we do,” says John McIlroy, Executive Director of Crystal Wealth Partners.

“However, it was particularly pleasing to have our technology solutions recognised as being up there with the best in the industry.

“Technology is changing the way all of us live our lives, and we’ve put tremendous amounts of time and effort into building a managed account solution that is, we believe, unique in Australia in terms of the breadth of service and the flexibility it offers.”

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