This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida



Bonsai empowers advisors with the industry's first individual asset-liability management platform. Deeper relationships, stronger growth, and determined outcomes delivered through the seamless integration of predicative financial planning, insurance hedges, custom public-private model portfolio construction and prescriptive practice management, all within a unified user experience. The foundation of this vision is based on managing the entirety of a client’s balance sheet with the same level of dedication and diligence that it takes to bonsai a tree.