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WealthTouch Recognized with Two XCelent Awards

(December 16, 2010)

Denver, CO, December 16, 2010 --( WealthTouch, the leading independent financial reporting platform for ultra-high net worth families and their trusted advisors, including private banks and family offices, today announced that it has received the XCelent Functionality 2010 and XCelent Service 2010 awards from Celent. Celent is a research and analysis firm focused on the application of information technology in the global financial services industry. The awards were part of a major study titled, “Client Reporting Tools,” by Isabella Fonseca and Alexander Camargo, which profiled and benchmarked the offerings of 16 solution providers to better understand the client reporting technology market in both Europe and North America.

“Ultimately, WealthTouch dominated in terms of breadth of functionality, largely because of its high scores in performance calculations, its coverage of multi-lingual and multi-currency presentation, and its multi-channel delivery that includes iPad and iPhone compatibility," said Isabella Fonseca, senior analyst at Celent. "WealthTouch also received the top spot for depth of client services as a result of its range of clients, global presence, focus on the retail market, and the ease and speed of its client implementation and scalability."

WealthTouch was given the highest score for breadth of functionality for addressing all aspects of client reporting and for its two most significant enhancements over the past 12-18 months – including its ability to provide multi-currency portfolio reporting and the expansion of its global infrastructure to support international private banking clients. The study also highlighted other WealthTouch advantages including: rapid deployment, flexible security master, asset classification and transaction reporting.

“The fact that Celent has conducted such an exhaustive evaluation of the wealth aggregation, reconciliation, and reporting providers underscores the significance of these solutions to financial services companies,” said Rod Saunders, Chief Information Officer at WealthTouch. “While we greatly appreciate Celent’s accolades and positive evaluation of our capabilities, we have significant enhancements and growth planned for 2011 and are looking forward to even greater capabilities that will preempt the demands of the market.”

To access a summary of the Celent report and more detail on WealthTouch’s awards visit:

About WealthTouch

Founded exclusively to serve ultra-high net worth families and their trusted advisors, including private banks and family offices, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of consolidated reporting solutions. The company aggregates and reconciles complex, multi-faceted financial data from thousands of different sources and transforms it into clear, concise, highly accurate reporting, which provides advisors and clients a powerful decision-making tool and true portfolio intelligence. Established in 2001, WealthTouch reports across all of client’s asset classes, custodians and currencies to create an unbiased and independent view of a family’s complete wealth picture. WealthTouch’s secure, web-based reporting platform provides multi-period, on-demand performance and transactional reporting that is elegant and easy to understand. For more information, visit


Contact Information:
Bill Fallon
212 925 6900

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