PLATINUM SPONSOR
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
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www.refinitiv.com
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DEMO SPONSORS
Capacity was founded in 2017 by David Karandish and Chris Sims, and is proudly headquartered in St. Louis. Among Capacity's clients are a top-five U.S bank, a top-five AU bank, and a Fortune 1000 financial services company. Why? Because knowledge is more than power.
www.capacity.com
www.capacity.com
evisor is an AI-powered digital platform that offers free, comprehensive financial planning and low-cost portfolio management. Users obtain a personalized financial review, which includes the firm's proprietary "Lifetime Financial Analysis," an IPS, and customized recommendations. For a fee, users can implement their investment strategy with help from a human advisor.
www.evisor.com
www.evisor.com
Horizn is the #1 Digital Adoption Platform designed exclusively for Banks and Financial Service companies. Horizn equips BOTH bank employees and their customers with the knowledge needed to understand new innovation, increase digital confidence and accelerate digital adoption rates. The award-winning platform combines a proprietary microlearning and simulation methodology for banks like RBC, U.S. Bank, Lloyds, BMO, Wells Fargo, KeyBank, and M&T Bank.
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
VIEW DEMO PROFILE
www.refinitiv.com
VIEW DEMO PROFILE
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.
SUPPORTING SPONSOR
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.
EXHIBITORS
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.
The Financial Fitness Group has provided financial education to over 2 million end users within 1,000+ major U.S. organizations and financial institutions. Established in 1998 by a $2.5M academic research, development, and design grant, we created the industry standard for a financial wellness score, a massive library of FINRA compliant financial content and a modular, blended learning platform to produce confident learners. We can assess, score and educate a potential 120 million financial consumers at a quarter the cost of conventional methods. Our mission is to offer accurate, reliable and unbiased financial education by making learning personal, easy, effective and fun.
www.financialfitnessgroup.com
www.financialfitnessgroup.com
Folio Financial, Inc. develops and supports digital-first investment platforms for advisors and enterprises, fully integrated with brokerage, clearing, and custody solutions. Our goal of democratizing investing has resulted in ongoing innovations with a common theme – access, automation, transparency, and flexibility.
www.folioinstitutional.com
www.folioinstitutional.com
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.
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.
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
www.jemstep.com
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.
Supernova Technology has built the industry’s first and only fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan. Using state-of-the-art risk monitoring systems, Supernova provides a level of information, data analytics, and borrower protection that very few in the industry can match.
www.supernovacompanies.com
www.supernovacompanies.com
Vestmark is a leading provider of wealth management solutions and services which enable financial advisors and institutions to efficiently manage and trade their clients’ portfolios using an innovative SaaS ecosystem. Founded in 2001 and headquartered outside of Boston, Vestmark’s mission is to enable investors to strengthen their financial well-being.
www.vestmark.com
www.vestmark.com