Wealth Management EDGE Day 2Tuesday, 14 May 2024 - US Eastern

NEW THIS YEAR!

ELEVATE your experience with 1:1 meetings scheduled through your event app.

Create a comprehensive profile within the app to showcase your skills and expertise. ELEVATE meetings will ensure you not only meet decision-makers, but forge valuable partnerships aligned with your professional objectives. Say goodbye to the hassle of coordinating schedules, taking forced meetings and navigating crowded events — ELEVATE simplifies the process of making meaningful connections.

With the rapid evolution of technology, advisory firms are actively taking advantage of the dramatic advancements in cloud-native technology to create their own “digital ecosystems” that put advisors at the center of tech stack design, enabling firms to better control the client experience they want to deliver. The concept of a “Super App” for wealth technology is here today, bringing it with it transformational benefits:

Finally solve the integration headaches that have been holding your business back

• Attract the next gen advisor with a compelling technology environment that appeals to their digital mindset
• Expand your addressable market to rapidly grow and increase the value of your firm

Hear from technology visionary, Oleg Tishkevich, CEO of Invent, as well as from leading executives from advisory and tech firms building on the Invent platform.

AI is poised to change our industry forever. How do we navigate this dual-edged sword of threat and opportunity? What can AI do for you and your practice? What tools are available today, and how do you evolve to keep yourself relevant? Don’t miss this dynamic session replete with demonstrations and real-world examples of the intersection of AI and financial advisors

Experience the latest in WealthTech live! Witness the power of innovation as participants demo their products and services in front of a live audience. An esteemed panel of judges, comprising industry leaders and tech experts, will evaluate each demo, provide insightful feedback, and select the most impactful technology for a prestigious "Best of Show" award. This session promises to be a highlight WealthStack, offering attendees an exclusive glimpse into the future of wealth management technology and celebrating the spirit of innovation in the fintech sector.

Demo x1: Vanilla

Demo x2: Bill

Demo x3:Smarsh

Demo x4: Nebo Wealth

Demo x5: Fintello

Demo x6: Addepar

Demo x7: Trust & Will

Demo x8: Conquest Planning

Demo x9: Flyer Financial Technology

Demo x10: Nuveen / Brooklyn Investment Group

Demo X11: Jump

The rapid pace of technological advancement has left many financial advisors caught between multiple systems, tools, and platforms, leading to a "swivel chair" problem—constant switching between different applications to gather information and make decisions. This session explores the distinctions between integration and interoperability in wealthtech and how tech firms are bridging the gap. Hear practical insights from advisors seeking to navigate and leverage new technologies without the frustration of constantly shifting between platforms.