In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

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    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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Featured Speakers
Featured Speakers
Schedule at a Glance
Schedule at a Glance
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Interested in Being a Sponsor or Showcasing Your Product?




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The Market Insights Platform for the Wealth Management Industry



Company Website:

Questions for Clearnomics

Product Name


What Does It Do?

Clearnomics is the market insights platform for the wealth management industry. Our technology empowers wealth advisors, from smaller RIAs to the largest enterprises, with client-ready market and economic insights. Our API's also enrich client portals, robo-advisors and personal financial management solutions.

What makes your company or product great?

Our platform is a turn-key solution for enterprises, RIAs, and other FinTech companies. Enterprises can provide full digital tools to their advisors out of the box, unlocking the value of existing content. RIAs can provide market insights to their clients immediately, with their logo, branding, and messaging. FinTech providers can integrate market insights into their platforms with simple API calls.

What key challenge does it solve?

Wealth advisors need clear, simple market insights when working with clients. This is especially true in uncertain and volatile markets - providing clients with the right message can help keep them on track. Our technology platform makes it easy to customize these insights which saves valuable time and resources, and improves the client experience.

Best success story?

Advisors across the country use our platform every day to create customized insights for client reviews, newsletters, social media, and to address client concerns. Enterprises utilize our platform as a turn-key solution to digitally-enable their existing insights.

Key Executives:

James Liu, CFA

Key Customers/Clients:

RIAs, Wealth Managers, Asset Managers, Broker-Dealers, FinTech Partners, and more