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

INDYFIN power by WiserAdvisor


Indyfin Powered by WiserAdvisor enables financial advisors to gather client feedback, ratings and reviews in a 100% compliant way. The Indyfin platform is just as powerful for solo advisors as it is for large-scale wealth management enterprises. WiserAdvisor, who acquired Indyfin last August, is the industry’s original lead generation platform and has been providing financial advisors with high-quality leads for more than25 years.