OneAscent Investments is proud to announce that it has been named a Finalist in the WealthManagement.com 2024 Industry Award (the “Wealthies”) for our Align platform in the Goals-based Investing Platforms category.

Align is a values-based investing proposal platform designed to transform the advisor-client relationship by embedding values at the core of financial decision-making. Align empowers advisors to define precise investment objectives in harmony with their clients’ values, integrating these into a comprehensive goals-based planning and portfolio development process. The platform allows advisors to track client proposals, evaluate investment products, test assumptions, screen portfolios, access marketing resources and onboard prospects, all within a unified, interactive tool.

“This recognition reflects our commitment to innovation and values-based investing,” said Cole Pearson, president of OneAscent Investments. “Align is more than a platform—it’s a tool that empowers advisors and their clients to create meaningful, values-driven portfolios designed to achieve their financial goals.”

Now in its tenth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing innovations to market that make a real difference to the daily activities of financial advisors.

“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”

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