Webinar: Exploring the WealthTech Ecosystem
Jan 28 · 1:00–3:00 PM ET
Six best-in-class WealthTech providers, 15 minute demos, no fluff.
Tired of Booking Demos?
The Status Quo
As an advisor, you’re constantly evaluating how to optimize the core tools that power your practice.
The Challenge
Researching vendors is time-consuming, scheduling demos is disruptive, and cutting through the marketing noise to understand what actually works is frustrating.
The Format
The event will feature six back-to-back demos, hosted by an industry analyst, and will open with a keynote speaker. Each demo is 15 minutes: focused, practical, and no-fluff.
The Solution
We curated six best-in-class WealthTech providers—spanning portfolio management, billing, trading and rebalancing, risk, and planning—and brought them together for a single afternoon of live demos.
The Result
A faster, more efficient way to evaluate the tools that matter most, with clear insights and no sales pitch overload.
The Challenge
Researching vendors is time-consuming, scheduling demos is disruptive, and cutting through the marketing noise to understand what actually works is frustrating.
The Format
The event will feature six back-to-back demos, hosted by an industry analyst, and will open with a keynote speaker. Each demo is 15 minutes: focused, practical, and no-fluff.
See Live Demos From Best-in-Class WealthTech Providers
Compliance
Reporting & CRM
Billing
Risk Assesment
Trading & Rebalancing
Financial Planning
Live Demo Schedule
1:00–1:15 — Opening remarks / keynote (Christofer Guarino)
1:15–1:30 — RightCapital
1:35–1:50 — Envestnet (BillFin)
1:55–2:10 — CircleBlack
2:15–2:30 — RedBlack
2:35–2:50 — Nitrogen
2:55–3:10 — Comply
3:10–3:15 — Closing remarks
Webinar: Exploring the WealthTech Ecosystem
January 28, 1:00PM-3:00PM ET
Six best-in-class vendors
15-minute demos
No fluff
Tools from all WealthTech domains
One industry analyst moderating
Register Today!