PHILADELPHIA, MARCH 24, 2025 – Janney Montgomery Scott LLC, a leading full-service wealth management and investment banking firm, has been recognized as a 2025 CIO 100 Award Recipient for our Portfolio Construction Tool and Integrated Platform Screener.
The Proposal Construction Tool (PCT) streamlines proposal creation for financial advisors, allowing them to efficiently build proposals and compare portfolios to help improve client outcomes. Designed with user feedback, the tool enhances workflow and investment decision-making, working seamlessly alongside Janney’s Integrated Platform Screener.
“Innovation and collaboration are at the heart of our technology strategy, and we are honored to be recognized with a CIO 100 Award for our Portfolio Construction Tool and Integrated Platform Screener,” said Bob Thielmann, Chief Information Officer. “This achievement reflects our team’s dedication to developing cutting-edge solutions that empower our advisors and clients. At Janney, our boutique size and collaborative culture enable us to drive meaningful advancements while providing our team with opportunities for development and growth.”
“At Janney, we are committed to delivering a world-class, open-architecture investment platform that meets the evolving needs of our advisors and their clients,” said Lindsey Tracey, Head of Advisory Solutions. “This recognition reinforces our ongoing investments in technology, platform enhancements, and integrated solutions that provide advisors with the flexibility, tools, and resources they need to serve clients at the highest level.”
The CIO 100 Awards honor top technology executives and teams for driving innovation and digital transformation. Recognizing excellence in areas like data analytics, cybersecurity, and AI, these awards highlight organizations leveraging technology to enhance operations and competitiveness. With a global reach, the program serves as a benchmark for IT excellence, inspiring leaders to push boundaries and shape the future of their industries.
View the full list of CIO’s 2025 100 Award Recipients.
