CLEVELAND, OH / ACCESS Newswire / September 22, 2026 / Proformex announces that President and CEO, Amanda Yoho, has been named a Finalist in the ThinkAdvisor 2026 Luminaries Awards for Next-Gen Rising Star in Financial Advisory and Asset Management. Now in its sixth year, ThinkAdvisor’s Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.
Amanda’s vision for Proformex evolved how annuity and life insurance data reaches financial professionals. Rather than creating another system and more friction for advisors, she pushed Proformex to securely integrate intelligence directly into the CRMs, wealth management platforms, and AI tools advisors already use. Now, for the first time ever, financial professionals can seamlessly manage annuities and life insurance alongside all other client assets.
This transformation required centralizing inconsistent carrier data at scale, building integrations and partnerships with insurance companies, fintech partners, and wealth management platforms, and getting many of the world’s largest banks, broker-dealers, RIA firms, IMOs, and BGAs to adopt a new approach to managing their annuity and life businesses.
“I’m honored to receive this prestigious award from ThinkAdvisor,” Yoho said. “This recognition reflects the momentum we’re building at Proformex, and we’re excited about where we’re headed next. It feels as if we’re just scratching the surface with the difference we can make in this industry.”
By setting a new standard for recognition based on remarkable achievements and innovation, the ThinkAdvisor 2026 Luminaries Awards program works to inspire the industry to reach greater heights of leadership, creativity and community engagement. A panel of independent judges made up of distinguished industry professionals will select the 2026 winners, who will be recognized during an awards ceremony on Dec. 3, 2026, at the New York Hilton Midtown.
This year, ThinkAdvisor will present new Luminaries awards for AI Innovation & Impact at a wide variety of firms – from asset managers, broker-dealers and RIAs to financial technology companies. Thanks to the introduction of these awards and other factors, the program received a record number of nominations.
“The 2026 Luminaries Awards continue to push the boundaries of what excellence and achievement mean in the financial services industry,” said Janet Levaux, editor-in-chief of
ThinkAdvisor. “This year’s finalists demonstrate incredible leadership and innovation, while at the same time making a positive impact on their communities and the industry at large. Their contributions exemplify the dynamic and evolving nature of our business, and we are proud to highlight the finalists’ achievements as examples for others to follow.”
About Proformex
Proformex is the world’s leading platform for annuity and life insurance portfolio management. Its information, risk management, and sales-enablement solutions centralize hard-to-get data from insurance carriers and transform it into business-ready insights teams can act on now. Proformex works with wirehouses, broker-dealers, trust departments, IMOs and BGAs, and RIA firms to help financial professionals lower risk in their business, grow sales, and deepen client relationships. More than just technology, Proformex serves as a strategic partner to the businesses and professionals it supports.
About ThinkAdvisor
ThinkAdvisor (ThinkAdvisor.com) provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions. The website showcases advisors adapting and succeeding in new ways, translating the impact of industry innovation, regulation, dealmaking and technology into digestible coverage, so advisors have more time to spend advising clients and running their businesses.
Media Contact
Claudia Wimer, Director of Marketing
clab@proformex.com | (855)341-1331
SOURCE: Proformex
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