Salesforce is empowering wealth management firms to connect with their clients in a whole new way. The Salesforce platform sets the global standard for client relationship management, engagement and intelligence by integrating sales, service, marketing, community, analytics, AI, and app development with the world’s #1 CRM, reimagined for wealth management. www.salesforce.com
Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions — underpinned by the world’s largest delivery network — Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 477,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at www.accenture.com/wealth.
Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving more than 40,000 institutions in over 190 countries. We provide leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community – driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime. www.refinitiv.com
Apex is a custody and clearing engine for the future of digital wealth. We help our clients provide seamless digital experiences today’s consumers expect, reach more investors, and serve them profitably. Our engine was built for digital clearing, unlike legacy custody platforms. We deliver speed, efficiency and flexibility to firms ranging from innovative start-ups to blue-chip brands who choose to grow with us.
Cognizant is one of the world’s leading professional services companies, transforming clients’ business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant is ranked 193 on the Fortune 500 and is consistently listed among the most admired companies in the world.
Deloitte’s payments practice serves clients across the entire payments ecosystem— issuing banks, acquiring banks, card networks and associations, acquiring processor/service providers, merchants, FinTechs and payment platforms such as mobile wallets and real-time payments for B2B, B2C, and P2P—providing end-to-end capabilities that can enable companies to offer a wide range of alternative delivery channels and enhance customer experience. www.deloitte.com
Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.
Neustar Risk & Fraud solutions provide trusted insights into who is on the other end of every interaction. Featuring the industry’s most comprehensive identity resolution, Neustar helps wealth management organizations and financial institutions protect customer assets. Neustar helps to guard and grow your business leveraging our authoritative identity solutions to prevent account takeover for existing clients and create a frictionless customer experience for new clients through account origination.
Capco is a global management and technology consultancy dedicated to the financial services industry. Our professionals combine innovative thinking with unrivalled industry and domain expertise to offer our clients consulting expertise, complex technology and package integration, transformation delivery, and managed services, to move their organizations forward. Through our collaborative and efficient approach, we help our clients successfully innovate, increase revenue, manage risk and regulatory change, reduce costs, and enhance controls. We serve our clients from offices in leading financial centers across the Americas, Europe, and Asia Pacific.
Capgemini’s Financial Services Business Unit offers global banks, capital markets firms, and insurers transformative business and IT solutions to help them nimbly respond to industry disruptions, to give their customers differentiated value, and to expand their revenue streams. A team of more than 60,000 professionals collaboratively delivers a holistic framework across technologies and geographies, from infrastructure to applications, to provide tailored solutions to 1,000+ clients, representing two-thirds of the world’s largest financial institutions. Client engagements are built on bar-setting expertise, fresh market insights and more than a quarter-century of global delivery excellence.
Founded in 2013, Kasisto enables financial institutions to service, engage and acquire customers via human-like, intelligent conversations – anytime, anywhere. Kasisto’s Conversational AI platform, KAI, powers omni-channel virtual assistants and chatbots who are fluent in banking across mobile apps, websites, messaging platforms, and voice-enabled devices. KAI is the leading Conversational AI platform for the finance industry. Kasisto’s customers include J.P. Morgan, Mastercard, TD Bank, Standard Chartered, Emirates NBD Liv., DBS Bank, among others.
ParameterInsights build data, analytics, and research products that help innovative executives navigate the rapidly changing financial technology landscape and grow. Our experienced team of consultants, data scientists, marketers and product experts partner with financial services leaders to solve problems related to digital strategy, growth and data analytics.
Solstice is a digital innovation firm that helps Fortune 500 companies seize new opportunities through world-changing digital solutions. We’re strategists, researchers, designers and engineers hell-bent on changing the way the world does business. We’re headquartered in Chicago with delivery offices in New York, London, and Buenos Aires.
Zeta Global is a data-driven marketing technology company specializing in signal-based, individualized marketing at scale. Our proprietary Data Cloud features 750 million permission-based identities providing high-fidelity signals on interest and intent. We empower marketers to grow their business by connecting with interested individuals and engaging them with the right messaging at moments that matter most. www.zetaglobal.com
55ip provides a white-label, brandable investment strategy engine revolutionizing wealth management. The 55ip platform empowers advisors and wealth managers to offer intelligent, custom and automated investment strategies while addressing key frictions that get in the way of client outcomes, such as fees, extreme losses and taxes.
Advicent, the provider of NaviPlan, is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Through our innovative products and services, we help thousands of financial professionals and their clients understand and impact their financial future.
Appway guides the leading financial institutions, both big and small, as they build sustainable and scalable onboarding and compliance solutions that quickly adapt to changing conditions. Headquartered in Switzerland with offices around the globe including New York, more than 225 institutions rely on Appway to improve internal efficiencies, engage customers across all channels, and keep ahead of regulations.
Copytalk is the only transcription service specially-managed and engineered to meet the financial-service industry’s uniquely rigorous standard of accuracy and privacy in the transcribing of dictated client meeting notes. The root of Copytalk’s business model is an ironclad proposition: All transcriptions are prepared by live, U.S. facilities-based transcriptionists working at locked-down workstations within one of Copytalk’s securely managed facilities.
DriveWealth is a technology company and a digital US carrying/clearing broker that enables partners to offer their customers direct mobile-first, digital access to US securities. Our patent-pending real-time fractional investing technology enables our partners to offer investors a fully balanced global asset allocation to a 100 millionth of a share.
Onboarding, Asset Movement and Account Maintenance. The company’s solutions are deployed at some of the world’s largest brokerage, wealth, banking and insurance companies. Backed by the powerful IFS Automation Platform, IFS solutions are easy to configure, deploy and maintain.
Orion Advisor Tech is the premier portfolio management solution provider for registered investment advisors. Founded in 1999, the firm has unique insights into the advisory profession because it was founded for investment advisors. To realize their mission to help advisors operationalize their vision for success and deliver a best-in-class client experience, Orion Advisor Tech offers integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than $800B in AUA and over 3 million accounts. For more, please visit www.orionadvisor.com.
Practifi is the business management platform for financial advice. RIAs, family offices and broker-dealers now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside a growing ecosystem of leading partners. So much more than a CRM, Practifi provides the technology and support to ensure every advice firms fulfills their growth potential.
Broadridge, a global fintech leader with $4 billion in revenue, provides communications, technology, data and analytics. We drive business transformation with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth. For wealth managers, we seamlessly connect business functions to support client acquisition, satisfaction and retention. As a partner to 25,000 advisors servicing 17 million client accounts, we are uniquely positioned to help firms get ahead of today’s challenges and capitalize on what’s next. www.broadridge.com
Chalice Financial Network™ is an exclusive member-benefit organization dedicated to empowering today's small to mid-sized advisor. Through our digital marketplace—Chalice Advisor Exchange™—we provide access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed.
Chetu is a custom software development services provider for the lending and investing industries. The company offers skilled developers with immense industry experience that spans the entire digital lending spectrum. Chetu programs robust software solutions including capital planning software, fraud detection and credit risk management, underwriting systems. They also offer portfolio management modules, CRM platforms, and more.
Clearnomics is a digital platform that empowers wealth advisors with client-friendly market and economic insights. Our technology is used across the financial services industry from smaller RIAs to large enterprises, including asset and wealth managers, broker-dealers, insurance carriers, banks and fintechs. Our digital tools deepen client relationships and open up new market opportunities for advisors and sales distribution teams.
Doxim is a leading provider of SaaS customer engagement software for wealth management firms. Doxim’s Customer Engagement Platform helps transform client experience, drive increased wallet share, and address key digitization challenges, from automated onboarding, to personalized communications and anytime, anywhere content access.
Egnyte delivers the only modern content platform that is purpose-built for business. Egnyte gives IT centralized control and protection over their files, and Users, fast access to their content no matter how or where work happens. Headquartered in Mountain View, CA, Egnyte serves more than 15,000 of the world's most demanding businesses in more than 120 countries around the globe.
ETNA offers platform as a service for broker-dealers, digital advisors and FinTechs. Clients benefit from using turnkey software with white label web and mobile trading apps, customer dashboards, digital onboarding, APIs, middle and back office with OMS. ETNA shortens route to market by covering technology needs and letting customers focus on their core offering.
The global wealth and asset management sector has rebounded from the global financial crisis to face a rapidly evolving regulatory environment and changing client base. Organizations are keenly focused on efficiently adapting to change, managing complex risks and growth in an increasingly crowded field. EY’s Global Wealth & Asset Management Sector brings together a worldwide team of professionals to help you succeed — a team with deep experience in providing assurance, tax, transaction and advisory services. The Sector team works to anticipate market trends, identify their implications and develop points of view on relevant sector issues. working together, we can help you meet your goals and compete more effectively.
FactSet (NYSE:FDS | NASDAQ: FDS) delivers superior analytics, service, content, and technology to help more than 88,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune’s 100 Best Companies to Work For and a Best Workplace in the United Kingdom and France.
Fiserv is a world-leading financial services solutions provider. For more than 30 years, our Investment Services division has served the technology needs of the wealth management industry, helping clients maximize efficiency and solve business challenges. Our Unified Wealth Platform serves more than 450 investment firms, with over 5 million investment portfolios and $1.7 trillion in assets managed on our platform. Our solutions include configurable modules for financial planning, proposal generation, model management, trading, reporting and analytics. Our Wealth Management Network seamlessly connects the industry of asset managers, broker dealers, banks and advisors and gives them all of the data necessary to manage wealth.
Folio Financial, Inc. develops and supports digital-first investment platforms, fully integrated with brokerage, clearing, and custody solutions. Folio pioneered technologies like fractional share investing, patented tax management tools, end-to-end online account opening and management, online private placement investing, and the ability to create portfolios using security, sector, and social-issue filters.
Markit Digital sets the standard for how financial information is consumed digitally. Founded in 1992, we powered the first quotes & research website for Charles Schwab and today work with 100+ wealth management, online brokerage, financial media and information provider firms. Our innovative capabilities lie beneath some of the most visited digital properties globally: CNBC’s iOS app, the NY Times’ Markets section and the Financial Times’ Markets Research section and are relied on by many of the most respected advisors in the industry.
Headquartered in Los Angeles, InvestCloud empowers investors and managers with a single version of the integrated truth through its unique digital platform. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 institutional customers. InvestCloud creates custom solutions for better decision-making. From Client Communications (Client Portals and Reports) and Client Management (Advisor Portals) to Digital Warehousing, Data Analytics and Accounting, InvestCloud offers first-class digital investment platforms for successful investing that are rapid to deploy and hyper-modular apps. Customer segments include wealth managers, institutional investors, asset managers, family offices, asset services companies, financial platforms and banks.
Investment Metrics powers the global institutional investment community by providing top investment performance analytics and reporting solutions fueled by one of the industry’s leading databases. Our platform enables the world’s investment professionals – institutional investment consultants, asset owners, asset managers, banks, financial institutions, and wealth advisors – to analyze and report on over $10 trillion of assets under advisement with accuracy and efficiency. By leveraging our unprecedented insights into global asset allocation trends, performance benchmarks, asset flows, plan sponsor and style universe performance, we empower our clients to make more informed investment decisions.
Jemstep is transforming the way banks and other financial services firms deliver wealth management, with a superior digital investing experience for advisors and clients. Our Advisor Pro digital advice platform is integrated within a firm’s systems, for an end-to-end solution and a goal-based approach to wealth management. www.jemstep.com
Kurtosys provides a unique Enterprise Content Management system for financial services firms. The Kurtosys platform enables marketing, sales, client service and operational departments to effectively manage and publish all of their financial data, documents, websites and content in a secure environment. www.kurtosys.com
LTI (NSE: LTI) is a global technology consulting and digital solutions Company helping more than 300 clients succeed in a converging world. With operations in 30 countries, we go the extra mile for our clients and accelerate their digital transformation with LTI’s MosaicTM platform enabling their mobile, social, analytics, IoT and cloud journeys. Founded in 1997 as a subsidiary of Larsen & Toubro Limited, our unique heritage gives us unrivaled real-world expertise to solve the most complex challenges of enterprises across all industries. Each day, our team of more than 27,000 LTItes enable our clients to improve the effectiveness of their business and technology operations, and deliver value to their customers, employees and shareholders. Follow us at @LTI_Global www.lntinfotech.com
Plaid is a technology platform that enables applications to connect with users’ bank accounts. We focus on lowering the barriers to entry in financial services by making it easier and safer to use financial data. We build beautiful consumer experiences, user-friendly infrastructure, and intelligence tools that give everyone the ability to develop the future of financial services.
PCR is the leading Data Aggregation, Data Privacy and Data Management services provider to complex UHNW and Institutional Investor portfolios. We currently serve 140+ family offices, RIAs, private & trust banks and institutional investors representing over $450B in AUM. Specialist in alternative assets, PCR processes statements and data feeds from over 5500 private funds and fund administrators, along with over 600 bank/broker/custodian electronic feeds.
Wealth Managers, Insurance and Corporate Retirement professionals use RelPro to find new clients and increase business development efficiency. RelPro integrates best-in-class data sources to deliver unrivalled coverage and quality insights on companies and their decision-makers. Time-saving automated research and timely alerts keep you up-to-date with clients and prospects.
RobustWealth was developed by advisors for advisors to minimize back-office headaches, so firms can focus on building long-lasting relationships with clients. Three connected experiences – Client, Advisor, and Enterprise – seamlessly integrate an array of features including automated rebalancing, billing/reporting, document vaults, electronic account opening, goal-based investment portfolios, and flexible investment options. Each feature neatly fits into a suite of services that can be completely white labeled to keep your firm front-and-center. For more information, visit us at RobustWealth.com. Your best life is ahead; Climb On! www.robustwealth.com
Silver develops seamless, scalable, and innovative business and technology solutions for advisory and wealth management companies. Our clients trust our in-depth knowledge of portfolio accounting, brokerage operations, cost basis reporting, and wealth management services. Also, they appreciate our adaptable software that integrates seamlessly with their technical infrastructure and scales to meet their specific business needs. With more than 25 years of experience, our clients trust Silver Solutions to process tens of millions of investment accounts and more than $1 trillion in assets. Stop by our booth to discuss our innovative portfolio solution and automated applications.
Skience is a wealth management operating system for RIAs and broker-dealers that streamlines client onboarding, new account opening, straight-through processing, data aggregation, compliance and analytics. Skience offers integrations with multiple clearing and custody providers and best-in-class technology solutions, providing advisors with a 360 view of their clients’ financial relationships.
STRATA Trust Company is a top-tier national IRA custodian specializing in alternative investments, like private equity, real estate, hedge funds, crowdfunding, precious metals, and more. Based in Austin, Texas, STRATA provides industry-leading knowledge and expertise to help advisors, financial institutions, and their investors with alternative asset custody solutions in tax-deferred retirement accounts.
The American College of Financial Services is the nation’s largest accredited nonprofit dedicated to the financial services profession. With courses designed for today’s working professional, The College places a premium on quality education and works tirelessly to ensure that society has informed, ethical financial professionals it can trust.
The Options Industry Council (OIC) is an industry resource funded by OCC, the world’s largest equity derivatives clearing organization. OIC’s mission is to provide free and unbiased education to investors and financial advisors on the benefits and risks of using exchange-listed options to gain market exposure, generate income and as risk management solutions. Managed by OCC, OIC delivers its education through the Options Education Program, a structured platform offering self-directed online courses, webinars, videos, podcasts, live events and live assistance from OIC’s options professionals. OIC’s resources can be accessed online at www.OptionsEducation.org.
Timeline is the sustainable withdrawal rate software used by financial planners in the UK, US and other developed countries across the world. Timeline uses extensive empirical research to assess how a retirement strategy might fare under various market conditions.
Tradeweb Direct is the premier source for financial advisors, RIAs, traders and buy-side investors who need fast, reliable execution and portfolio analytics for their fixed income trading needs. Comprehensive integration with internal and third-party systems provides clients with seamless front-to-back connectivity, order validation and post-trade execution. Tradeweb Direct is a part of Tradeweb Markets LLC.
Univeris is an expert software development company specializing in WealthTech and RegTech. Univeris leverages its core digital platform to build omnichannel solutions for mass to HNW distribution markets. Univeris' open platform embeds trading, compliance, asset servicing, and advice services. It is the ideal technology for dealers to operate over a fully digital and automated platform and differentiate their brand at the same time. www.univeris.com
Digital Agent is our marketing platform solution that helps organizations manage their digital content creation and distribution, including workflows that provide centralized approvals and auditing functions. We help clients transform their digital marketing programs and achieve better results by empowering head office and field staff to deliver their communications faster, consistently, and more efficiently.
YCharts, the fastest growing online financial data platform, enables its customers to make smarter investment decisions. Thousands of devoted investors gain ready access to quality data, powerful visualization tools, and advanced analytics, all at an affordable price. Investors use YCharts for idea generation via equity and fund screeners; analysis through Model Portfolios, fundamental and technical charting; dynamically linking Excel spreadsheets with current market data; and staying up to date with real-time news feeds and alerts to monitor the markets. Visit YCharts.com to get started or contact firstname.lastname@example.org / (866) 965-7552 for more information on product and pricing.
NexJ Systems delivers Intelligent Customer Management. Our award-winning CRM helps Wealth Management firms revolutionize their business. Powered by AI, our product drives productivity, boosts client engagement, and increases revenue. Used in over 60 countries, customers benefit from our deep domain expertise, strategic investment in innovation, and commitment to their success. www.nexj.com
SigFig’s mission is to reimagine financial services, making it more customer-centric and accessible. We combine design, data science, and technology to help empower consumers to achieve their financial goals. Through partnerships with some of the world’s largest and most innovative financial institutions, we are powering the future of banking and wealth management.
Myriad Advisor Solutions is a one-stop solution for Financials Advisors seeking independence that need help starting a new business, relief from the daily responsibilities of running the business, and a way to free up their time to meet their client’s needs! Do what you do best, and let Myriad do the rest! www.myriadas.com