PHILADELPHIA – 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 proprietary Portfolio Construction Tool and integrated Investment Screener. The CIO 100 Awards are one of the most coveted honors in the IT industry, placing Janney among an elite category of innovators and thought leaders across industries.
“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 Investment 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.”
Janney’s Proposal Construction Tool (PCT) streamlines proposal creation for financial advisors, enabling them to efficiently build proposals and compare portfolios to help improve client outcomes. Designed with advisor feedback, the tool enhances workflow and pricing decisions, seamlessly integrated with Janney’s Investment Screener to deliver a tailored client report.
“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.”
“For the past several years, we have focused on creating a unified Wealth Management experience for our advisors and clients by reevaluating every aspect of our ecosystem. As a result, we’ve integrated best-in-class applications while also developing proprietary tools that enhance the value advisors provide to their clients and create additional capacity. This is what drives a unique client experience and makes the Janney experience so special,” said John Yackel, EVP, Head of Wealth Management.
The CIO 100 Awards honor top technology executives and teams for driving innovation and digital transformation across industries. 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, comparing firms across all industries, and inspiring leaders to push boundaries and shape the future of their fields.
View the full list of CIO’s 2025 100 Award Recipients.
