Disrupt Advice 2017

THANK YOU FOR ATTENDING DISRUPT ADVICE 2017. CHECK BACK FOR 2018 DATES

THANK YOU FOR ATTENDING DISRUPT ADVICE 2017. CHECK BACK FOR 2018 DATES

2017 Demo Presenters
CircleBlack is a wealth innovation company that is focused on delivering modern technology that strengthens the bond between advisors and their clients. CircleBlack helps advisors scale their practices using world-class account and data aggregation, providing performance reporting on all assets including held-away assets, and delivering personalized, targeted content on any device, including smartphones and tablets. In addition, CircleBlack enables advisors to substantially increase their revenues by managing clients' held-away assets, particularly 401 (k) accounts.
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eMoney is the only scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue. Developed and perfected by nearly 500 passionate employees, eMoney transforms the wealth management experience.
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mercuryifunds.com




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Who We Are


Mercury Capital Advisors is one of the elite capital raising firms in the global alternatives space. Our historic client base includes 2,500 of the world's largest, and most sophisticated, investors.


Three Questions for Mercury Capital Advisors:




What makes your company great?


An elite third-party marketing firm in the global alternatives space. #1 in the Thomson Reuters Private Equity league tables in 2016 and 2015, and named Placement Agent of the Year in 2015 by Private Equity International. World-class team, that has raised over $160B.


What key challenge does it solve?


Mercury is using this digital platform to bring the same managers that we market to 2,500 of the world's largest, and most sophisticated, investors to the US Private Wealth community. These managers typically only meet with large institutional investors [generally $50MM+ per investment]. This platform makes them available for Private Wealth investors to review, perform due diligence, and execute subscription documents. In simplest terms, same funds - same prices.


Best success story?


The Mercury i Funds™ platform offers a highly innovative replication index, designed to capture the performance of two major classes of alternatives. This unique structure brings liquidity to otherwise illiquid sectors and has garnered real attention from several large global investors. Concurrently the platform also provided a Private Wealth investor the user experience first to analyze and diligence this fund, and then a cyber-secure process that facilitated electronic subscription documents for both initial, and follow-on, investments.


Presenters



George Lucaci, CEO, Partner and Senior Advisor- Hedge Fund Distribution
Gregory Charte, Analyst

Key Executive



Michael Ricciardi, Alan Pardee, Enrique Cuan

Key Investors



Roy Zuckerberg [former Vice-Chairman of Goldman Sachs], employee owned

Key Customers/Clients



US Private Wealth - financial advisors, wealth managers, family offices
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www.moneyguidepro.com




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Who We Are


PIEtechSM, Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtechSM is the creator of MoneyGuidePro®, financial planning software, and myMoneyGuide®, a client-driven digital planning solution, and Best Interest Scout, a standardized, scalable client discovery solution.


Three Questions for MoneyGuidePro:




What makes your company great?


PIEtech, Inc. Creator of MoneyGuidePro® believes Everyone Needs And Deserves A Quality Financial Plan. As an innovator and industry leader, we are focused on helping financial advisors use technology to help more clients prepare for retirement and develop deeper client relationships. MoneyGuidePro® has been named the #1 financial planning software for nine years running.


What key challenge does it solve?


MoneyGuidePro® Financial Planning Software is designed for advisors, with the client in mind – helping the financial advisor add human value to the planning process. Easy to use and adaptable – the software is highly interactive and facilitates client engagement while motivating them to take action.


Best success story?


MoneyGuidePro® helps advisors to engage clients in the planning process from the beginning.
We challenged an advisor to present the Play Zone® feature during his next client meeting to demonstrate the value of an interactive planning tool. Play Zone® allows clients to make adjustments to variables such as retirement age and lifestyle.
Accepting our challenge, the advisor used it with his top ten clients. At its conclusion, 7 out of 10 clients requested a plan.


Presenter



Matt Wilson, Senior Enterprise Account Manager

Key Executives



Bob Curtis, Tony Leal, Jaime Proctor

Key Customers/Clients



Morgan Stanley, JP Morgan Chase, Raymond James
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Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Founded for advisors by an investment advisor, our firm has unique insights into advisory practices. The firm's technology solutions empower more than 1,200 firms, $500 billion in AUA, and over 1.9 million accounts.
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RightCapital provides cutting edge financial planning solutions enabling financial advisors to penetrate Gen X/Y as well as mass affluent markets and deliver financial planning services efficiently and profitably. Our solution promotes interaction and collaboration between advisors and clients to solve complex planning problems.
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Riskalyze is the company that invented the Risk Number™, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze was twice named one of the world’s ten most innovative companies in finance, and advisors use the platform to manage $380 billion in assets.
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Smartleaf was founded to give all investors the level of portfolio oversight that once was the exclusive preserve of the ultra wealthy. Building on 15 years of innovation, Smartleaf offers the most advanced automated rebalancing software, applying institutional-grade analytics to the challenge of managing highly customized portfolios at scale.
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trutelic.com




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Who We Are


We believe technology is just a tool that can only work when it mirrors the unique culture, process, and people of a company. Our platform enables marketing, sales, and service teams to reach their optimal performance capabilities with ease. It stands alone in its agility, scale, scope, craftsmanship and aesthetic characteristics. It is unexpectedly delightful to use as a productivity application and centralized operating hub for the firm.


Three Questions for Trutelic Inc.:




What makes your company great?


We have an extensive and unique history helping professional and financial services organizations achieve digital transformations. Our technology has been developed with integration in mind, which is focused on enabling firms to effectively connect strategy, with tools, and execution unlike any other technology in the marketplace. To stay competitive, firms will need more agile platforms that can support complex and fast paced client relationships, Trutelic, Inc is here with that solution today!


What key challenge does it solve?


Our platform solves for multiple key challenges that organizations face. First our Integrated Operating platform solves the challenge of efficiency as it relates to the hidden costs of knowledge management, teamwork, and workflow execution. Second, Our Recommended Day Interface solves productivity challenge by enabling an end to end planning and execution interface. Lastly, our Athena Business Cloud solves the challenge of being able to manage business performance in real-time vs. reactive. All of this enables a viable digital business capability.


Best success story?


Working with an independent broker dealer through a digital tranfromation we were able to help them achieve an 80% improvement in support and supervision process times, expand digital marketig capbility with a reduction of technology expenses by over 40% and with other improvements achieve over 400%, 3 year ROI.


Presenters



Jayven Rappa, CEO
Colin Lake, President

Key Executive



Jayven Rappa, Colin Lake, Julie Ann Dantuono, Chris Elmore

Key Investors



Privately Held

Key Customers/Clients



JHS Capital Advisors, Raymond James, Oppenheimer, Liberty Mutual Insurance, Safeco Insurance, NBC Securities, New World Asset Partners, The Murli Group
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Founded in 2005 by Joe Duran, United Capital is the first and largest Financial Life Management firm, with more than 80 offices nationwide and more than $19 billion in assets under management.
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