MTM Technology named finalist for 2026 Wealth Management Industry Awards

MTM Technology said June 10 that its MTM360 Family Stewardship Technology platform and ROE capability were named a finalist in the Specialized Planning Applications category of the 2026 Wealth Management Industry Awards. The recognition underscores growing industry interest in tools that help advisors and family offices support communication, leadership transition and multi-generational family stewardship.

Why it matters: - MTM Technology is pitching a broader role for wealth management software: helping families manage relationships, leadership readiness and shared values alongside financial assets. - The finalist nod puts Family Stewardship Technology in front of advisors and family offices looking for tools tied to multi-generational continuity. - The awards program is one of the financial services industry’s more competitive recognition platforms, with more than 1,300 nominations from over 500 companies in 2026.

What happened: - MTM Technology announced that MTM360, its Family Stewardship Technology platform featuring ROE (Relationship Optimization Expert), was named a finalist in the Specialized Planning Applications category of the 2026 Wealth Management Industry Awards. - The announcement was made June 10, 2026, in Baltimore. - Winners will be announced Sept. 10, 2026, at the awards gala in New York City.

The details: - MTM Technology said MTM360 is designed to help families build what the company calls the human infrastructure behind personal, social and financial wealth across generations. - The platform is intended to help families improve communication, deepen understanding, develop future leaders and build governance structures for multi-generational success. - MTM360 gives advisors and family offices visibility into family dynamics, communication patterns, leadership readiness and stewardship development. - The platform is meant to expand the advisor role beyond financial management to support a family’s total wealth: personal, social and financial. - ROE is described as MTM360’s Stewardship Intelligence capability. - ROE works with family members individually to help them understand family dynamics, relationship patterns, shared values, responsibilities and opportunities for contribution. - MTM360 uses guided engagement, personalized insights and secure collaboration tools to help families turn individual perspectives into shared stewardship and family resilience. - MTM Technology said the platform helps families steward three dimensions of wealth: personal wealth through stronger relationships and shared purpose, social wealth through philanthropy, charitable giving and community impact, and financial wealth through responsible stewardship and opportunity across generations. - The Wealth Management Industry Awards are presented by Informa Connect’s Wealth Management Group. - The awards are judged by an independent panel of industry leaders and experts and recognize innovation, impact, execution and contribution to the profession. - The awards are widely known as the Wealthies. - MTM Technology said the company develops Family Stewardship Technology for advisors, family offices and families focused on the human dimensions of wealth. - The company lists Roey Diefendorf as managing partner and quoted him saying the future of wealth management extends beyond financial assets alone. - Diefendorf said MTM created ROE and MTM360 to help families communicate more effectively, prepare future leaders, preserve shared knowledge and steward what matters most. - Diefendorf said the recognition validates the belief that lasting legacies are built through strong relationships, shared purpose and prepared future generations. - The source includes a website for more information: More information. - The source also includes the company’s LinkedIn page: MTM Technology on LinkedIn

Between the lines: - The finalist recognition signals that wealth management vendors are being rewarded for products that address family dynamics, not just portfolio performance. - MTM Technology is positioning MTM360 as a new category of private family technology, which suggests a push to define stewardship software as its own market segment. - The messaging reflects a wider industry shift: advisors and family offices are increasingly expected to help families manage succession, knowledge transfer and relational capital.

What’s next: - MTM Technology will compete with other finalists until the awards gala in New York City on Sept. 10, 2026. - The company is likely to keep framing MTM360 as a tool for family continuity, leadership transition and long-term stewardship.