Categories for Quality Ratings 2019

Star Ratings are given to best-practice Affluent Client service providers in the Mass Affluent sector based on the four sets of customer-centric judging criteria. Click on the following Pillars of Strength to access the categories available this year.

Please note that the descriptions under each category are the high-level criteria for each company to determine its eligibility to enter.  Once an entry is made, a separate set of detail questions will be offered through the submission portal assigned to each company.  The questions are close-ended and open-ended, therefore DO NOT rely on the descriptions under these categories to start writing your submissions.